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 Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$38.2M 0.01%
779,053
-273,045
1202
$38.2M 0.01%
881,466
-65,338
1203
$38.2M 0.01%
1,252,674
-438,126
1204
$38.1M 0.01%
907,979
-115,713
1205
$38.1M 0.01%
1,513,146
+281,833
1206
$38M 0.01%
749,497
-60,108
1207
$38M 0.01%
231,797
+88,605
1208
$37.9M 0.01%
164,318
+31,268
1209
$37.9M 0.01%
320,825
-38,296
1210
$37.8M 0.01%
1,100,050
+605,927
1211
$37.8M 0.01%
1,417,976
-2,605,903
1212
$37.8M 0.01%
1,421,603
+538,431
1213
$37.7M 0.01%
1,865,486
+32,154
1214
$37.7M 0.01%
206,409
+135,834
1215
$37.6M 0.01%
3,338,227
+1,316,457
1216
$37.6M 0.01%
434,183
-48,196
1217
$37.6M 0.01%
1,375,807
+472,284
1218
$37.5M 0.01%
990,555
+186,099
1219
$37.4M 0.01%
420,108
+73,204
1220
$37.4M 0.01%
606,568
-19,917
1221
$37.4M 0.01%
624,468
-29,604
1222
$37.4M 0.01%
262,742
-890
1223
$37.3M 0.01%
824,887
+62,945
1224
$37.3M 0.01%
737,014
+410,028
1225
$37.3M 0.01%
793,719
-797,048