Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,007
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.87B
3 +$1.03B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$747M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$730M

Top Sells

1 +$930M
2 +$598M
3 +$524M
4
TSM icon
TSMC
TSM
+$363M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$357M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.92%
3 Financials 10.43%
4 Consumer Discretionary 9.12%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$311K ﹤0.01%
20,282
-106,850
4427
$311K ﹤0.01%
54,508
+27,533
4428
$310K ﹤0.01%
11,730
-38,354
4429
$310K ﹤0.01%
6,613
-950
4430
$309K ﹤0.01%
11,058
-80
4431
$308K ﹤0.01%
32,993
-2,979
4432
$308K ﹤0.01%
34,543
-24,805
4433
$307K ﹤0.01%
33,574
+22,507
4434
$307K ﹤0.01%
18,652
+1,162
4435
$307K ﹤0.01%
43,663
-832
4436
$307K ﹤0.01%
30,622
-25,000
4437
$306K ﹤0.01%
4,128
-2,236
4438
$305K ﹤0.01%
34,420
-285,089
4439
$305K ﹤0.01%
43,084
+5,911
4440
$305K ﹤0.01%
30,637
-23,000
4441
$303K ﹤0.01%
30,555
-3,000
4442
$301K ﹤0.01%
43,294
-41,044
4443
$301K ﹤0.01%
26,113
+2,500
4444
$301K ﹤0.01%
30,989
-7,000
4445
$300K ﹤0.01%
81,156
+27,714
4446
$300K ﹤0.01%
30,046
-382,713
4447
$299K ﹤0.01%
29,870
-300
4448
$296K ﹤0.01%
15,000
4449
$296K ﹤0.01%
73,099
+9,896
4450
$296K ﹤0.01%
12,356
-2,066