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
1101
$24.3M 0.01%
770,136
+333,372
1102
$24.3M 0.01%
902,200
-87,162
1103
$24.3M 0.01%
1,643,619
-8,304
1104
$24.2M 0.01%
1,279,167
-146,036
1105
$24.2M 0.01%
387,325
+218,092
1106
$24.2M 0.01%
23,585
-42,153
1107
$24.2M 0.01%
35,524
+3,047
1108
$24.2M 0.01%
1,401,569
+172,740
1109
$24.2M 0.01%
797,140
+37,861
1110
$24.1M 0.01%
729,350
-51,220
1111
$24.1M 0.01%
165,712
-952
1112
$24.1M 0.01%
1,400,536
+492,212
1113
$24.1M 0.01%
474,986
-21,767
1114
$24M 0.01%
779,354
+698,527
1115
$24M 0.01%
1,655,260
-49,616
1116
$23.9M 0.01%
800,659
+121,416
1117
$23.8M 0.01%
965,622
-168,395
1118
$23.7M 0.01%
594,805
+44,124
1119
$23.6M 0.01%
2,830,574
+2,685,344
1120
$23.5M 0.01%
637,107
+116,533
1121
$23.5M 0.01%
448,329
+80,197
1122
$23.5M 0.01%
289,716
-49,105
1123
$23.4M 0.01%
588,389
+60,587
1124
$23.1M 0.01%
768,957
+345,681
1125
$23M 0.01%
472,584
-97,026