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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1
+$817M
2
+$776M
3
+$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1
+$2.63B
2
+$1.09B
3
+$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793M 0.2%
16,566,453
+949,304
77
$776M 0.2%
12,017,360
+1,959,468
78
$768M 0.2%
12,315,981
+1,234,074
79
$765M 0.2%
20,898,542
-164,324
80
$752M 0.19%
10,159,566
+2,461,809
81
$728M 0.19%
3,968,244
+191,339
82
$724M 0.19%
9,146,983
+1,927,816
83
$720M 0.18%
6,189,696
+368,298
84
$717M 0.18%
4,672,901
-239,892
85
$717M 0.18%
4,862,241
+263,292
86
$712M 0.18%
50,126,468
+4,257,735
87
$704M 0.18%
9,094,308
+386,842
88
$692M 0.18%
16,819,543
+3,297,337
89
$689M 0.18%
6,679,100
-97,392
90
$683M 0.17%
15,426,779
+1,190,972
91
$671M 0.17%
2,448,853
+153,551
92
$664M 0.17%
2,764,426
+572,122
93
$654M 0.17%
7,453,526
+1,778,312
94
$653M 0.17%
7,042,819
+101,128
95
$653M 0.17%
11,740,296
+546,229
96
$651M 0.17%
32,031,160
-163,390
97
$637M 0.16%
7,343,782
+449,668
98
$634M 0.16%
2,358,498
+179,113
99
$632M 0.16%
8,108,085
+1,603,296
100
$628M 0.16%
9,005,650
+235,140
2 3
4
5 6