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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$126M 0.05%
3,751,200
-5,634
452
$125M 0.05%
5,110,540
-553,278
453
$125M 0.05%
366,123
+34,804
454
$125M 0.05%
3,421,263
-910,335
455
$124M 0.05%
2,137,101
+1,183,654
456
$124M 0.05%
764,226
-322,079
457
$123M 0.05%
5,136,469
-516,833
458
$122M 0.05%
1,053,509
+18,402
459
$122M 0.05%
1,326,431
-296,530
460
$122M 0.05%
1,441,829
-552,026
461
$122M 0.05%
2,828,616
-26,872
462
$122M 0.05%
2,480,437
-354,790
463
$121M 0.05%
1,245,422
+342,941
464
$121M 0.05%
2,192,815
-359,139
465
$121M 0.05%
3,636,885
-1,320,789
466
$121M 0.05%
11,995,815
-1,863,232
467
$121M 0.05%
2,218,438
-137,366
468
$121M 0.05%
1,157,793
+267,932
469
$120M 0.05%
851,798
-10,210
470
$120M 0.05%
2,060,424
+283,746
471
$119M 0.05%
13,735,284
+879,267
472
$119M 0.05%
2,315,610
+238,422
473
$119M 0.05%
3,624,114
-2,281,379
474
$118M 0.05%
1,215,584
-51,765
475
$118M 0.05%
3,301,875
+618,738