Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
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
5401
-1,013,823
5402
-501,164
5403
-11,600
5404
-2,629,998
5405
-85,853
5406
-10,022
5407
-3,005,866
5408
-369,286
5409
-16,087
5410
-110,000
5411
-1,689,218
5412
-824,115
5413
-186,400
5414
-88,996
5415
-2,282,508
5416
-3,469,530
5417
-217,848
5418
-1,775,932
5419
-1,628,513
5420
-147,090
5421
-414,067
5422
-9,808
5423
-4,337,863
5424
-294,571
5425
-350,394