Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

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 Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.56%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4926
$1.35K ﹤0.01%
250,000
4927
$1.29K ﹤0.01%
+74
4928
$1.15K ﹤0.01%
19,008
4929
$1.09K ﹤0.01%
27,331
4930
$797 ﹤0.01%
26,133
4931
$758 ﹤0.01%
20,000
4932
$481 ﹤0.01%
11,008
4933
$459 ﹤0.01%
15,312
4934
$187 ﹤0.01%
14,935
4935
$127 ﹤0.01%
13,799
4936
$57 ﹤0.01%
12,100
4937
-18,725
4938
-17,612
4939
-23,193
4940
-10,000
4941
-12,730
4942
-12,167
4943
-9,450
4944
-56,156
4945
-238
4946
-13,405
4947
-5,968
4948
-11,248
4949
-75,000
4950
-14,434