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
4651
$172K ﹤0.01%
+27,200
4652
$172K ﹤0.01%
23,939
-18,977
4653
$170K ﹤0.01%
27,752
+310
4654
$170K ﹤0.01%
14,541
-44,524
4655
$169K ﹤0.01%
11,828
-6,756
4656
$169K ﹤0.01%
+3,751
4657
$167K ﹤0.01%
51,216
+20,235
4658
$166K ﹤0.01%
411
-199
4659
$166K ﹤0.01%
139,904
-101,717
4660
$165K ﹤0.01%
40,976
+28,615
4661
$165K ﹤0.01%
26,413
-50,727
4662
$164K ﹤0.01%
37,526
-4,852
4663
$164K ﹤0.01%
27,934
+1,690
4664
$164K ﹤0.01%
48,438
-5,155
4665
$163K ﹤0.01%
25,923
+6,730
4666
$162K ﹤0.01%
47,584
-38,096
4667
$161K ﹤0.01%
+10,007
4668
$160K ﹤0.01%
13,145
-5,308
4669
$160K ﹤0.01%
3,651
-4,564
4670
$160K ﹤0.01%
8,595
+4,083
4671
$159K ﹤0.01%
129,957
+103,887
4672
$158K ﹤0.01%
31,444
+10,646
4673
$158K ﹤0.01%
6,985
-664
4674
$158K ﹤0.01%
16,139
+1,360
4675
$158K ﹤0.01%
74,567
-3,236