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
$699B
AUM Growth
+$7.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M
5
TROW icon
T. Rowe Price
TROW
+$696M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.2B
4
META icon
Meta Platforms (Facebook)
META
+$1.61B
5
MSFT icon
Microsoft
MSFT
+$1.6B

Sector Composition

1 Technology 24.75%
2 Financials 11.15%
3 Consumer Discretionary 9.42%
4 Healthcare 8.52%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBF icon
601
PBF Energy
PBF
$4.64B
$172M 0.02%
6,327,255
+3,590,820
IVZ icon
602
Invesco
IVZ
$10.6B
$169M 0.02%
6,423,764
+204,316
HPQ icon
603
HP
HPQ
$17.2B
$169M 0.02%
7,569,632
-3,143,731
FTV icon
604
Fortive
FTV
$17.2B
$168M 0.02%
3,041,097
+702,927
CADE
605
DELISTED
Cadence Bank
CADE
$167M 0.02%
3,891,385
+1,326,171
EMA
606
Emera Inc
EMA
$15.9B
$166M 0.02%
3,376,067
+112,492
PPG icon
607
PPG Industries
PPG
$23.7B
$166M 0.02%
1,621,606
+456,504
ATMU icon
608
Atmus Filtration Technologies
ATMU
$4.76B
$166M 0.02%
3,200,311
+163,659
VEU icon
609
Vanguard FTSE All-World ex-US ETF
VEU
$59.9B
$166M 0.02%
2,258,124
-106,718
BRK.A icon
610
Berkshire Hathaway Class A
BRK.A
$1.06T
$166M 0.02%
220
+15
EWU icon
611
iShares MSCI United Kingdom ETF
EWU
$3.09B
$166M 0.02%
3,773,886
-721,723
NCLH icon
612
Norwegian Cruise Line
NCLH
$9.26B
$165M 0.02%
7,380,531
-2,546,776
NTRA icon
613
Natera
NTRA
$28.2B
$164M 0.02%
716,781
-384,742
ROL icon
614
Rollins
ROL
$27.1B
$164M 0.02%
2,735,244
+726,017
KNTK icon
615
Kinetik
KNTK
$2.92B
$163M 0.02%
4,528,640
-250,123
VISN
616
Vistance Networks Inc
VISN
$3.98B
$163M 0.02%
8,999,234
-818,656
NGG icon
617
National Grid
NGG
$89.3B
$163M 0.02%
2,101,433
-11,237
IGV icon
618
iShares Expanded Tech-Software Sector ETF
IGV
$10.8B
$162M 0.02%
1,533,548
-683,943
IBKR icon
619
Interactive Brokers
IBKR
$30.5B
$162M 0.02%
2,518,858
+886,372
CMA
620
DELISTED
Comerica
CMA
$162M 0.02%
1,861,466
+117,254
DXCM icon
621
DexCom
DXCM
$26.1B
$162M 0.02%
2,437,612
+307,312
FE icon
622
FirstEnergy
FE
$29.3B
$162M 0.02%
3,610,813
-470,933
FXI icon
623
iShares China Large-Cap ETF
FXI
$6.1B
$161M 0.02%
4,214,016
+1,994,967
LITE icon
624
Lumentum
LITE
$48B
$161M 0.02%
436,348
+273,631
STE icon
625
Steris
STE
$21.8B
$161M 0.02%
633,530
+183,680