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
5501
-66,585
5502
-12,801
5503
-1,549
5504
-478,840
5505
-58,349
5506
-131,314
5507
-7,875
5508
-639,449
5509
-34,872
5510
-64,000
5511
-1,163
5512
-29,194
5513
-29,000
5514
-592,259
5515
-23,340
5516
-440,900
5517
-650,454
5518
-754,647
5519
-13,043
5520
-190
5521
-45,773
5522
-531,660
5523
-150,479
5524
-60,431
5525
-216,356