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
1401
$11.4M 0.01%
438,168
-109,850
1402
$11.4M 0.01%
227,954
+24,859
1403
$11.4M 0.01%
2,487,489
+2,029,438
1404
$11.4M 0.01%
950,136
+455,310
1405
$11.3M 0.01%
173,790
-20,296
1406
$11.3M 0.01%
271,291
+14,225
1407
$11.3M 0.01%
380,010
+200
1408
$11.3M 0.01%
356,850
+303,913
1409
$11.2M 0.01%
380,442
+77,757
1410
$11.2M 0.01%
762,949
+317,932
1411
$11.2M 0.01%
319,162
-49,620
1412
$11.1M 0.01%
1,151,905
-20,255
1413
$11.1M 0.01%
446,968
-1,300
1414
$11.1M 0.01%
231,135
+51,372
1415
$11.1M 0.01%
734,031
+723,219
1416
$11.1M 0.01%
415,269
+286,685
1417
$11M 0.01%
369,995
-68,026
1418
$11M 0.01%
136,952
+11,593
1419
$11M 0.01%
188,769
+71,681
1420
$11M 0.01%
701,760
+203,642
1421
$11M 0.01%
146,488
+76,209
1422
$11M 0.01%
965,345
+114,864
1423
$10.9M 0.01%
110,745
-2,090,950
1424
$10.9M 0.01%
104,610
+5,406
1425
$10.9M 0.01%
531,324
-554,867