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
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.57%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$861M 0.14%
9,555,029
-3,185,665
102
$855M 0.13%
4,026,104
+84,605
103
$853M 0.13%
2,003,635
+1,404,850
104
$836M 0.13%
168,358
+5,814
105
$832M 0.13%
10,572,537
+4,428,434
106
$831M 0.13%
10,293,595
-705,642
107
$822M 0.13%
5,045,033
+866,400
108
$802M 0.13%
4,653,491
-359,770
109
$789M 0.12%
5,733,021
-853,361
110
$788M 0.12%
17,891,366
-2,401,883
111
$769M 0.12%
7,278,274
+446,925
112
$769M 0.12%
6,958,300
+1,210,928
113
$766M 0.12%
2,364,982
-823,642
114
$761M 0.12%
8,882,978
+807,201
115
$759M 0.12%
9,020,447
+2,214,076
116
$743M 0.12%
2,062,337
+28,059
117
$742M 0.12%
17,740,778
+704,980
118
$738M 0.12%
6,130,072
-96,766
119
$731M 0.12%
2,496,813
-903,883
120
$722M 0.11%
3,109,876
+764,164
121
$720M 0.11%
5,960,291
-161,552
122
$716M 0.11%
1,937,712
+587,822
123
$714M 0.11%
7,718,592
+1,118,262
124
$709M 0.11%
11,172,098
+591,868
125
$705M 0.11%
2,528,630
+457,156