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
1301
$33.1M 0.01%
781,005
-345,646
1302
$33.1M 0.01%
410,788
+33,776
1303
$33.1M 0.01%
716,674
-20,449
1304
$33.1M 0.01%
3,130,536
+1,135,375
1305
$33.1M 0.01%
1,593,041
+222,687
1306
$33M 0.01%
370,685
+172,337
1307
$32.9M 0.01%
536,850
-330,926
1308
$32.9M 0.01%
3,081,069
-200,206
1309
$32.9M 0.01%
453,261
-134,415
1310
$32.9M 0.01%
181,348
+7,358
1311
$32.9M 0.01%
652,773
+28,112
1312
$32.8M 0.01%
1,014,402
-306,684
1313
$32.8M 0.01%
1,044,396
+629,984
1314
$32.8M 0.01%
585,460
1315
$32.7M 0.01%
2,690,499
-2,614,020
1316
$32.7M 0.01%
893,166
-53,588
1317
$32.7M 0.01%
299,341
+141,372
1318
$32.6M 0.01%
117,004
+2,438
1319
$32.6M 0.01%
496,598
-98,786
1320
$32.4M 0.01%
1,108,596
-63,192
1321
$32.4M 0.01%
706,691
+199,625
1322
$32.4M 0.01%
265,717
+200,530
1323
$32.4M 0.01%
1,309,195
+134,875
1324
$32.3M 0.01%
+3,207,820
1325
$32.3M 0.01%
655,893
+55,979