Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
2 Energy 10.45%
3 Technology 9.84%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$13.3M 0.01%
357,751
+10,228
1302
$13.3M 0.01%
337,952
+22,981
1303
$13.3M 0.01%
345,867
-5,924
1304
$13.3M 0.01%
12,301
-1
1305
$13.3M 0.01%
127,994
-45,666
1306
$13.3M 0.01%
423,276
-36,254
1307
$13.3M 0.01%
288,338
+126,845
1308
$13.2M 0.01%
862,206
-138,399
1309
$13.2M 0.01%
+946,768
1310
$13.2M 0.01%
724,516
+53,316
1311
$13.1M 0.01%
6,046
-2,617
1312
$13.1M 0.01%
461,516
-96,475
1313
$13.1M 0.01%
150,980
+35,420
1314
$13M 0.01%
473,577
-85,070
1315
$13M 0.01%
2,028,336
+321,624
1316
$13M 0.01%
81,393
-6,891
1317
$12.9M 0.01%
604,301
-236,841
1318
$12.9M 0.01%
841,151
+537,161
1319
$12.9M 0.01%
164,413
+1,417
1320
$12.9M 0.01%
574,332
-148,926
1321
$12.9M 0.01%
1,140,772
-164,597
1322
$12.9M 0.01%
553,649
+29,176
1323
$12.8M 0.01%
360,483
+184,459
1324
$12.8M 0.01%
516,336
+330,623
1325
$12.8M 0.01%
292,953
+51,225