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
1226
$37.2M 0.01%
1,932,652
+657,375
1227
$37.2M 0.01%
735,069
+225,380
1228
$37M 0.01%
177,494
-149,057
1229
$37M 0.01%
647,851
-54,543
1230
$36.7M 0.01%
834,667
+610,241
1231
$36.7M 0.01%
1,313,878
-306,208
1232
$36.7M 0.01%
323,448
+37,635
1233
$36.6M 0.01%
676,433
+320,113
1234
$36.5M 0.01%
527,208
-11,991
1235
$36.4M 0.01%
255,811
+88,754
1236
$36.3M 0.01%
624,304
+244,806
1237
$36.2M 0.01%
569,896
-74,851
1238
$36.2M 0.01%
315,447
+88,155
1239
$36.2M 0.01%
980,195
+280,820
1240
$36.2M 0.01%
1,280,139
+102,537
1241
$36.1M 0.01%
304,621
+17,628
1242
$36.1M 0.01%
331,642
+11,710
1243
$36M 0.01%
112,899
-993
1244
$35.8M 0.01%
235,369
+20,408
1245
$35.8M 0.01%
60,878
+30,750
1246
$35.8M 0.01%
559,701
+356,480
1247
$35.8M 0.01%
1,325,590
+1,252,690
1248
$35.8M 0.01%
976,033
-773,502
1249
$35.8M 0.01%
1,150,997
-134,739
1250
$35.7M 0.01%
1,174,694
-320,356