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
4501
$337K ﹤0.01%
11,300
-23,475
4502
$337K ﹤0.01%
163,633
-70,512
4503
$336K ﹤0.01%
+33,573
4504
$334K ﹤0.01%
34,576
-133,287
4505
$334K ﹤0.01%
+7,917
4506
$334K ﹤0.01%
5,435
4507
$334K ﹤0.01%
+33,334
4508
$333K ﹤0.01%
46,496
-13,322
4509
$333K ﹤0.01%
+33,176
4510
$332K ﹤0.01%
+15,274
4511
$332K ﹤0.01%
17,956
+1,038
4512
$332K ﹤0.01%
19,889
+30
4513
$332K ﹤0.01%
+33,177
4514
$332K ﹤0.01%
+33,175
4515
$331K ﹤0.01%
84,414
-1,824
4516
$330K ﹤0.01%
26,843
-76
4517
$330K ﹤0.01%
11,967
+2,874
4518
$330K ﹤0.01%
9,552
4519
$330K ﹤0.01%
+33,479
4520
$328K ﹤0.01%
+13,099
4521
$328K ﹤0.01%
+33,178
4522
$327K ﹤0.01%
22,544
-8,139
4523
$326K ﹤0.01%
+12,240
4524
$326K ﹤0.01%
24,624
-2,917
4525
$325K ﹤0.01%
10,725
-36,295