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
4751
$106K ﹤0.01%
10,380
-40,539
4752
$106K ﹤0.01%
+11,083
4753
$106K ﹤0.01%
12,284
+1,014
4754
$105K ﹤0.01%
104,995
+2,668
4755
$105K ﹤0.01%
87,833
-42,255
4756
$104K ﹤0.01%
32,282
-18,248
4757
$102K ﹤0.01%
37,522
-9,961
4758
$102K ﹤0.01%
28,126
-16,413
4759
$102K ﹤0.01%
+30,305
4760
$101K ﹤0.01%
26,759
-169,208
4761
$99.3K ﹤0.01%
14,221
-12,144
4762
$98.9K ﹤0.01%
55,566
-201,076
4763
$98.9K ﹤0.01%
18,205
-18,243
4764
$98.4K ﹤0.01%
90,263
-30,982
4765
$97.9K ﹤0.01%
6,372
+2,447
4766
$97.5K ﹤0.01%
+6,555
4767
$97.2K ﹤0.01%
102,313
-138,549
4768
$96.5K ﹤0.01%
+20,057
4769
$96.5K ﹤0.01%
28,964
-2,126
4770
$96.1K ﹤0.01%
+30,410
4771
$95.9K ﹤0.01%
14,844
+1,766
4772
$95.2K ﹤0.01%
+21,165
4773
$94.5K ﹤0.01%
+18,595
4774
$94.4K ﹤0.01%
+31,154
4775
$93.9K ﹤0.01%
74,498
+22,498