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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
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.34%
2 Financials 11.43%
3 Consumer Discretionary 8.71%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5201
-195,483
5202
-21,381
5203
-36,293
5204
-18,239
5205
-63,917
5206
-196,125
5207
-1,459
5208
-298,899
5209
-17
5210
-67
5211
-18,937
5212
-13,750
5213
-17,458
5214
-63
5215
-9,860
5216
-65,941
5217
-47,676
5218
-10,001
5219
-71,260
5220
-14,992
5221
-395
5222
-12,128
5223
-102
5224
-50,000
5225
-9,294