Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $619B
1-Year Est. Return 19.55%
 

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 Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.57%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.42B 0.22%
32,329,226
-932,739
52
$1.39B 0.22%
12,330,326
+1,647,491
53
$1.39B 0.22%
2,218,722
-593,110
54
$1.34B 0.21%
16,637,614
-1,881,099
55
$1.33B 0.21%
2,665,863
-20,777
56
$1.32B 0.21%
8,663,392
+146,910
57
$1.29B 0.2%
20,764,844
+1,556,677
58
$1.28B 0.2%
24,077,861
+11,308,351
59
$1.27B 0.2%
7,266,859
-520,061
60
$1.27B 0.2%
16,475,530
-137,437
61
$1.27B 0.2%
8,771,497
+2,136,671
62
$1.24B 0.2%
5,502,997
+1,206,171
63
$1.24B 0.19%
5,311,722
+738,442
64
$1.23B 0.19%
5,347,524
-415,213
65
$1.21B 0.19%
4,187,057
-63,718
66
$1.19B 0.19%
4,811,446
-31,077
67
$1.18B 0.19%
3,558,226
+364,409
68
$1.17B 0.18%
2,240,291
-148,220
69
$1.15B 0.18%
12,885,308
-357,229
70
$1.15B 0.18%
2,203,385
-259,518
71
$1.14B 0.18%
3,146,480
+229,705
72
$1.13B 0.18%
3,808,669
-5,735
73
$1.11B 0.18%
48,754,734
-7,254,822
74
$1.11B 0.17%
4,244,658
-760,485
75
$1.08B 0.17%
17,401,493
+6,441,693