Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4476
$289K ﹤0.01%
170,897
+58,173
4477
$289K ﹤0.01%
7,500
4478
$289K ﹤0.01%
+9,704
4479
$288K ﹤0.01%
2,381
-13,869
4480
$288K ﹤0.01%
30,210
-268,176
4481
$288K ﹤0.01%
11,259
-482
4482
$288K ﹤0.01%
2,140
4483
$287K ﹤0.01%
35,527
-28,318
4484
$287K ﹤0.01%
+8,742
4485
$286K ﹤0.01%
3,964
-5,345
4486
$285K ﹤0.01%
27,685
4487
$285K ﹤0.01%
12,006
+1,200
4488
$285K ﹤0.01%
28,790
+16,128
4489
$285K ﹤0.01%
68,136
-67,019
4490
$283K ﹤0.01%
8,754
-115,307
4491
$283K ﹤0.01%
+10,748
4492
$283K ﹤0.01%
94,831
+27,674
4493
$282K ﹤0.01%
55,158
+21,275
4494
$281K ﹤0.01%
274,551
-115,591
4495
$280K ﹤0.01%
106,290
-62,667
4496
$279K ﹤0.01%
16,891
4497
$278K ﹤0.01%
54,429
-15,777
4498
$277K ﹤0.01%
10,179
-6,713
4499
$277K ﹤0.01%
14,262
-15,350
4500
$277K ﹤0.01%
398,476
+16,101