Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $619B
1-Year Est. Return 19.55%
 

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
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1
+$817M
2
+$776M
3
+$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1
+$2.63B
2
+$1.09B
3
+$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43B 0.37%
53,202,340
-1,759,876
27
$1.39B 0.36%
40,687,668
+3,530,842
28
$1.31B 0.34%
6,132,974
-244,142
29
$1.26B 0.32%
24,328,240
+5,467,285
30
$1.26B 0.32%
8,581,383
+1,119,506
31
$1.26B 0.32%
42,383,577
+1,035,543
32
$1.25B 0.32%
9,221,563
+334,577
33
$1.25B 0.32%
13,202,290
+52,460
34
$1.23B 0.32%
14,388,944
+9,065,064
35
$1.21B 0.31%
42,262,827
-1,863,329
36
$1.21B 0.31%
7,114,644
-521,661
37
$1.21B 0.31%
74,762,798
+7,031,081
38
$1.21B 0.31%
6,882,929
-200,838
39
$1.17B 0.3%
9,110,350
+1,426,259
40
$1.15B 0.3%
9,612,437
-39,320
41
$1.15B 0.29%
14,529,714
-1,471,694
42
$1.15B 0.29%
8,303,269
-1,055,836
43
$1.14B 0.29%
23,882,240
+2,221,404
44
$1.12B 0.29%
6,267,722
-279,086
45
$1.12B 0.29%
16,522,949
-1,080,398
46
$1.1B 0.28%
45,013,695
+1,378,358
47
$1.1B 0.28%
7,568,770
-854,163
48
$1.05B 0.27%
22,302,680
+1,450,025
49
$1.04B 0.27%
21,599,600
+8,631,314
50
$1.03B 0.26%
10,241,982
+165,842
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