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
$295B
AUM Growth
+$21.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,407
New
Increased
Reduced
Closed

Top Buys

1
+$601M
2
+$403M
3
+$363M
4
DIS icon
Walt Disney
DIS
+$317M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$311M

Top Sells

1
+$1.11B
2
+$986M
3
+$858M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$752M
5
SBUX icon
Starbucks
SBUX
+$582M

Sector Composition

1 Technology 13.78%
2 Financials 11.14%
3 Healthcare 10.18%
4 Consumer Discretionary 9.01%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644M 0.19%
143,364,760
-3,107,760
77
$638M 0.19%
3,625,515
+488,582
78
$637M 0.19%
4,019,487
-130,799
79
$635M 0.19%
13,541,021
-1,825,866
80
$631M 0.19%
9,713,162
+570,724
81
$619M 0.19%
10,203,188
-1,004,822
82
$600M 0.18%
2,435,008
+444,300
83
$573M 0.17%
23,387,700
+2,872,137
84
$572M 0.17%
1,991,802
+448,018
85
$570M 0.17%
6,039,097
-33,432
86
$570M 0.17%
15,930,407
+2,632,391
87
$557M 0.17%
10,763,514
-638,483
88
$556M 0.17%
13,593,862
-847,810
89
$555M 0.17%
9,366,145
+4,944,542
90
$546M 0.17%
10,937,965
+2,845,524
91
$545M 0.16%
18,108,810
+59,340
92
$540M 0.16%
5,059,723
+2,913,269
93
$538M 0.16%
10,719,167
-2,221,051
94
$532M 0.16%
11,156,570
-918,233
95
$527M 0.16%
4,505,729
-90,918
96
$518M 0.16%
18,036,910
-464,928
97
$517M 0.16%
5,182,842
+1,237,887
98
$498M 0.15%
26,712,810
+6,208,560
99
$496M 0.15%
10,252,452
-177,868
100
$493M 0.15%
2,804,117
+654,877
2 3
4
5 6