Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

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
+22.96%
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 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$19.9M 0.01%
2,183,624
-578,095
1202
$19.7M 0.01%
8,085,068
1203
$19.7M 0.01%
314,916
-17,428
1204
$19.7M 0.01%
522,858
-26,745
1205
$19.6M 0.01%
+195,500
1206
$19.6M 0.01%
1,220,974
+129,516
1207
$19.5M 0.01%
283,616
-279,074
1208
$19.5M 0.01%
294,684
+5,844
1209
$19.5M 0.01%
1,179,916
+1,139,471
1210
$19.5M 0.01%
562,045
+33,719
1211
$19.5M 0.01%
332,528
+136,798
1212
$19.4M 0.01%
1,194,716
+460,685
1213
$19.4M 0.01%
1,047,677
+745,658
1214
$19.4M 0.01%
723,133
-133,294
1215
$19.3M 0.01%
558,394
+116,995
1216
$19.3M 0.01%
109
1217
$19.2M 0.01%
+1,595,334
1218
$19.2M 0.01%
716,916
+690,760
1219
$19.2M 0.01%
662,411
-36,209
1220
$19.2M 0.01%
187,391
-27,682
1221
$19.1M 0.01%
1,778,121
+346,940
1222
$19.1M 0.01%
322,904
-28,389
1223
$19M 0.01%
900,600
-7,038
1224
$19M 0.01%
551,544
+480,747
1225
$19M 0.01%
286,621
-734,875