Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,007
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.87B
3 +$1.03B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$747M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$730M

Top Sells

1 +$930M
2 +$598M
3 +$524M
4
TSM icon
TSMC
TSM
+$363M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$357M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.92%
3 Financials 10.43%
4 Consumer Discretionary 9.12%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5201
$5K ﹤0.01%
84,996
-6,320
5202
$4K ﹤0.01%
19,008
5203
0
5204
$4K ﹤0.01%
+1,066
5205
$4K ﹤0.01%
21,556
5206
$4K ﹤0.01%
79,526
+142
5207
$4K ﹤0.01%
97,500
5208
$4K ﹤0.01%
+698
5209
$4K ﹤0.01%
65,643
5210
$4K ﹤0.01%
83,333
5211
$4K ﹤0.01%
45,080
5212
$4K ﹤0.01%
75,808
5213
$4K ﹤0.01%
39,800
-10,000
5214
$4K ﹤0.01%
159,433
-200
5215
$4K ﹤0.01%
28,919
5216
$4K ﹤0.01%
31,421
+2,872
5217
$4K ﹤0.01%
78,750
5218
$4K ﹤0.01%
137,303
+66,666
5219
$4K ﹤0.01%
64,600
5220
$4K ﹤0.01%
94,297
5221
$4K ﹤0.01%
+18
5222
$4K ﹤0.01%
101,067
5223
$4K ﹤0.01%
133,333
5224
$4K ﹤0.01%
177,778
5225
$4K ﹤0.01%
53,946
+33,333