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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4976
$90K ﹤0.01%
+9
4977
$90K ﹤0.01%
+4,320
4978
$89K ﹤0.01%
+35,361
4979
$88K ﹤0.01%
65,300
4980
$88K ﹤0.01%
4,040
+760
4981
$87K ﹤0.01%
+41
4982
$87K ﹤0.01%
13,168
-197
4983
$87K ﹤0.01%
+95,833
4984
$86K ﹤0.01%
2,005
+180
4985
$86K ﹤0.01%
+55,066
4986
$86K ﹤0.01%
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$84K ﹤0.01%
30,609
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4988
$83K ﹤0.01%
+10
4989
$83K ﹤0.01%
25,500
-63,783
4990
$83K ﹤0.01%
+132,364
4991
$82K ﹤0.01%
+211,381
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$82K ﹤0.01%
+134,374
4993
$81K ﹤0.01%
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$81K ﹤0.01%
+8
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$80K ﹤0.01%
11,905
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$80K ﹤0.01%
+1,391
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$80K ﹤0.01%
+133,581
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$79K ﹤0.01%
39,400
+26,563
4999
$78K ﹤0.01%
50,000
+20,000
5000
$78K ﹤0.01%
2,480
-4,171