Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.

This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4376
$438K ﹤0.01%
14,777
+2,221
4377
$438K ﹤0.01%
70,006
+28,466
4378
$435K ﹤0.01%
156,457
-72,356
4379
$435K ﹤0.01%
+44,858
4380
$434K ﹤0.01%
+34,365
4381
$434K ﹤0.01%
+27,462
4382
$434K ﹤0.01%
17,997
4383
$434K ﹤0.01%
20,680
+81
4384
$434K ﹤0.01%
26,889
-12,197
4385
$433K ﹤0.01%
1,136
+468
4386
$432K ﹤0.01%
7,065
4387
$430K ﹤0.01%
18,369
+6,351
4388
$429K ﹤0.01%
9,611
4389
$428K ﹤0.01%
59
-59
4390
$427K ﹤0.01%
53,974
-3,475
4391
$425K ﹤0.01%
7,973
+5,523
4392
$424K ﹤0.01%
2,499
-945
4393
$424K ﹤0.01%
12,676
-7,330
4394
$423K ﹤0.01%
55,548
+3,959
4395
$423K ﹤0.01%
7,166
+5,139
4396
$421K ﹤0.01%
92,768
-848,214
4397
$420K ﹤0.01%
16,570
-65,018
4398
$420K ﹤0.01%
34,518
-59,831
4399
$419K ﹤0.01%
46,933
4400
$419K ﹤0.01%
11,887
+3,663