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
$703B
AUM Growth
+$11.4B
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VXF icon
701
Vanguard Extended Market ETF
VXF
$28.2B
$133M 0.02%
635,355
-56,291
FDS icon
702
Factset
FDS
$8.16B
$132M 0.02%
455,480
+186,774
VIK icon
703
Viking Holdings
VIK
$36.5B
$132M 0.02%
1,844,499
+1,480,604
BF.B icon
704
Brown-Forman Class B
BF.B
$13B
$131M 0.02%
5,023,765
+2,215,081
LYG icon
705
Lloyds Banking Group
LYG
$78B
$131M 0.02%
24,652,300
-781,237
VOX icon
706
Vanguard Communication Services ETF
VOX
$5.92B
$131M 0.02%
674,664
+560,204
CVE icon
707
Cenovus Energy
CVE
$49.4B
$130M 0.02%
7,695,985
-12,840,305
LUMN icon
708
Lumen
LUMN
$9.11B
$130M 0.02%
16,736,604
+6,185,883
CPNG icon
709
Coupang
CPNG
$37.5B
$130M 0.02%
5,508,723
+1,944,686
CNQ icon
710
Canadian Natural Resources
CNQ
$92.3B
$130M 0.02%
3,827,522
-15,459,273
NVMI icon
711
Nova
NVMI
$17.3B
$130M 0.02%
394,500
+48,654
IWN icon
712
iShares Russell 2000 Value ETF
IWN
$13.3B
$129M 0.02%
712,109
-18,395
MC icon
713
Moelis & Co
MC
$5B
$129M 0.02%
1,876,578
+89,471
CINF icon
714
Cincinnati Financial
CINF
$25.6B
$129M 0.02%
789,163
-21,074
XYZ
715
Block Inc
XYZ
$42.9B
$129M 0.02%
1,978,885
+37,222
EVRG icon
716
Evergy
EVRG
$18.7B
$128M 0.02%
1,772,266
-98,364
NWSA icon
717
News Corp Class A
NWSA
$14.4B
$128M 0.02%
4,914,933
-775,379
RCI icon
718
Rogers Communications
RCI
$19.5B
$128M 0.02%
3,387,868
-108,896
CRS icon
719
Carpenter Technology
CRS
$21.3B
$128M 0.02%
405,823
-30,860
BOOT icon
720
Boot Barn
BOOT
$5.13B
$128M 0.02%
723,309
+200,971
WEC icon
721
WEC Energy
WEC
$37.3B
$128M 0.02%
1,209,718
-613,972
ASND icon
722
Ascendis Pharma A/S Ordinary Share
ASND
$14.2B
$127M 0.02%
596,703
-56,309
SUNC
723
SunocoCorp LLC
SUNC
$3.23B
$127M 0.02%
+2,575,806
INCY icon
724
Incyte
INCY
$18.8B
$127M 0.02%
1,283,694
-11,132
IRM icon
725
Iron Mountain
IRM
$34.5B
$127M 0.02%
1,525,240
+171,143