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 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5351
-12,013
5352
-24,026
5353
-29,245
5354
-1,817
5355
-293,489
5356
-41,770
5357
-58,345
5358
-10,816
5359
-33,557
5360
-2,357
5361
-12,500
5362
-134,976
5363
-11,434
5364
-80,000
5365
-41,499
5366
-19,149
5367
-12,533
5368
-12,248
5369
-4,913
5370
-1,168
5371
-23,529
5372
-32,442
5373
-2,478
5374
-78,828
5375
-11,659