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
4501
$260K ﹤0.01%
10,130
4502
$260K ﹤0.01%
26,617
+2
4503
$259K ﹤0.01%
14,083
-3,914
4504
$258K ﹤0.01%
24,031
-31,858
4505
$258K ﹤0.01%
13,021
-120,832
4506
$256K ﹤0.01%
81,921
-5,510
4507
$256K ﹤0.01%
76,516
-349,963
4508
$256K ﹤0.01%
30,580
+11,500
4509
$254K ﹤0.01%
26,677
-23,168
4510
$254K ﹤0.01%
+11,325
4511
$254K ﹤0.01%
25,420
-140,781
4512
$253K ﹤0.01%
38,054
-107,432
4513
$252K ﹤0.01%
+15,094
4514
$252K ﹤0.01%
+8,771
4515
$250K ﹤0.01%
6,995
-944
4516
$250K ﹤0.01%
228,918
+43,093
4517
$250K ﹤0.01%
39,496
-15,857
4518
$249K ﹤0.01%
34,259
+2,353
4519
$248K ﹤0.01%
11,021
4520
$247K ﹤0.01%
59,586
-15,717
4521
$247K ﹤0.01%
+12,489
4522
$247K ﹤0.01%
10,526
-1,777
4523
$247K ﹤0.01%
25,007
-233,470
4524
$246K ﹤0.01%
13,950
+56
4525
$246K ﹤0.01%
5,001
-3,755