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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$70.6M 0.02%
1,545,585
+380,228
602
$70.2M 0.02%
995,563
-73,261
603
$70.2M 0.02%
3,145,496
-458,214
604
$70.1M 0.02%
1,268,610
+394,310
605
$70M 0.02%
1,311,139
+77,931
606
$69.8M 0.02%
1,477,030
-221,311
607
$69.7M 0.02%
1,613,192
+719,110
608
$69.5M 0.02%
935,084
-120,044
609
$69.3M 0.02%
644,507
+480,094
610
$69.3M 0.02%
1,020,203
+116,350
611
$69.1M 0.02%
1,385,763
+160,146
612
$69.1M 0.02%
628,400
+238,011
613
$68.8M 0.02%
1,283,005
+25,151
614
$68.7M 0.02%
2,153,280
-309,654
615
$68.6M 0.02%
897,366
-57,047
616
$68.6M 0.02%
912,367
-106,475
617
$68.4M 0.02%
640,212
+291,367
618
$68.4M 0.02%
1,078,318
-213,419
619
$68.1M 0.02%
4,835,954
+111,784
620
$68.1M 0.02%
1,595,034
-441,342
621
$68.1M 0.02%
1,369,774
-33,289
622
$68M 0.02%
382
-2
623
$67.7M 0.02%
1,495,811
-273,408
624
$67.6M 0.02%
2,868,255
+476,800
625
$67.3M 0.02%
7,844,010
-949,155