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
5126
$15K ﹤0.01%
+131
5127
$15K ﹤0.01%
359
-1,248
5128
$13K ﹤0.01%
+13,180
5129
$12K ﹤0.01%
+10,200
5130
$11K ﹤0.01%
+18,347
5131
$9K ﹤0.01%
+18,340
5132
$9K ﹤0.01%
+19,986
5133
$7K ﹤0.01%
+11,240
5134
$7K ﹤0.01%
+14,029
5135
$7K ﹤0.01%
+13,182
5136
$5K ﹤0.01%
13,513
-65,487
5137
$5K ﹤0.01%
+10,833
5138
-11,369
5139
-7,521,781
5140
-254,125
5141
-128,200
5142
-4,374,383
5143
-1,153,552
5144
-44,985
5145
-845
5146
-41,770
5147
-208,944
5148
-57,586
5149
-29,024
5150
-43,457