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
$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 10.57%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61B 0.41%
15,656,676
-433,891
27
$2.58B 0.41%
7,723,213
-430,001
28
$2.5B 0.39%
23,283,212
+1,286,002
29
$2.4B 0.38%
2,692,813
+247,755
30
$2.34B 0.37%
25,910,248
+821,857
31
$2.31B 0.36%
6,553,830
-597,423
32
$2.22B 0.35%
5,715,219
+903,848
33
$2.18B 0.34%
11,056,063
+928,613
34
$2.08B 0.33%
39,924,093
+1,857,868
35
$2.01B 0.32%
11,295,221
+612,902
36
$1.9B 0.3%
40,761,851
-23,524,265
37
$1.8B 0.28%
91,666,720
+20,741,678
38
$1.8B 0.28%
18,527,689
-7,757,878
39
$1.79B 0.28%
37,483,134
-5,137,424
40
$1.78B 0.28%
25,310,396
-1,933,741
41
$1.76B 0.28%
29,738,127
-4,816,073
42
$1.76B 0.28%
13,967,394
-998,176
43
$1.75B 0.28%
50,465,440
+3,447,014
44
$1.7B 0.27%
17,099,152
+2,272,626
45
$1.66B 0.26%
15,002,949
-3,255,197
46
$1.63B 0.26%
11,259,687
-2,125,236
47
$1.61B 0.25%
8,607,201
-3,280,915
48
$1.59B 0.25%
3,794,005
-36,107
49
$1.55B 0.24%
3,475,448
-250,928
50
$1.43B 0.22%
19,889,187
+5,865,464
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