Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
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 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$27.7M 0.01%
444,819
-1,928,801
1052
$27.6M 0.01%
567,108
-485,204
1053
$27.4M 0.01%
224,943
+1,574
1054
$27.3M 0.01%
1,555,424
-1,099,712
1055
$27.3M 0.01%
1,473,939
+452,267
1056
$27.3M 0.01%
525,014
+16,307
1057
$27.2M 0.01%
353,212
+65,829
1058
$27.2M 0.01%
440,895
+59,151
1059
$27.1M 0.01%
458,699
+90,962
1060
$27.1M 0.01%
596,691
-1,370,709
1061
$27.1M 0.01%
350,405
+55,266
1062
$27.1M 0.01%
1,109,775
-514,106
1063
$27.1M 0.01%
1,395,899
-1,038,836
1064
$27.1M 0.01%
1,646,625
+655,914
1065
$27M 0.01%
414,375
+91,107
1066
$26.9M 0.01%
1,043,294
+468,962
1067
$26.8M 0.01%
648,209
+124,241
1068
$26.7M 0.01%
812,630
+381,808
1069
$26.6M 0.01%
869,243
-28,418
1070
$26.6M 0.01%
+693,080
1071
$26.5M 0.01%
1,200,160
-368,484
1072
$26.5M 0.01%
1,135,901
-1,678,466
1073
$26.3M 0.01%
39,059
+8,993
1074
$26.3M 0.01%
7,624,271
+410,240
1075
$26.2M 0.01%
2,053,796
-8,759