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
4601
$213K ﹤0.01%
130,534
-159,902
4602
$213K ﹤0.01%
+8,198
4603
$213K ﹤0.01%
233,561
-19,161
4604
$212K ﹤0.01%
+8,685
4605
$212K ﹤0.01%
23,762
+4,645
4606
$212K ﹤0.01%
25,149
-10,021
4607
$211K ﹤0.01%
+122,684
4608
$209K ﹤0.01%
51,502
-6,787
4609
$209K ﹤0.01%
48,729
-13,408
4610
$209K ﹤0.01%
16,028
-25,648
4611
$208K ﹤0.01%
2,225
-11,120
4612
$208K ﹤0.01%
6,840
4613
$208K ﹤0.01%
15,775
-11,750
4614
$207K ﹤0.01%
+7,537
4615
$206K ﹤0.01%
3,124
4616
$206K ﹤0.01%
56,332
-18,324
4617
$205K ﹤0.01%
17,182
+2,104
4618
$204K ﹤0.01%
139,799
-27,506
4619
$204K ﹤0.01%
+8,858
4620
$203K ﹤0.01%
6,581
-5,751
4621
$203K ﹤0.01%
6,147
+600
4622
$202K ﹤0.01%
+4,901
4623
$202K ﹤0.01%
23,466
-8,629
4624
$202K ﹤0.01%
32,955
-11,535
4625
$202K ﹤0.01%
104,460
-9,014