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Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $761B
1-Year Est. Return 31.67%
 

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
+31.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523B
AUM Growth
+$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,139
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$505M
3 +$441M
4
MA icon
Mastercard
MA
+$406M
5
IYR icon
iShares US Real Estate ETF
IYR
+$394M

Top Sells

1 +$1.61B
2 +$1.42B
3 +$1.16B
4
AAPL icon
Apple
AAPL
+$907M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$716M

Sector Composition

1 Technology 22.9%
2 Financials 10.18%
3 Healthcare 8.99%
4 Consumer Discretionary 8.82%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5026
-26,391
5027
-79,271
5028
-10,137
5029
-384,294
5030
-43,096
5031
-8,728
5032
-5,329
5033
-58,081
5034
-51,842
5035
-51,970
5036
-25,189
5037
-30,130
5038
-22,650
5039
-20,169
5040
-8,730
5041
-57,022
5042
-107,092
5043
-12,300
5044
-115,557
5045
-26,785
5046
-17,060
5047
-59,291
5048
-121,734