Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$13.3M 0.01%
1,235,458
-1,324,976
1402
$13.3M 0.01%
249,222
+111,870
1403
$13.3M 0.01%
1,142,249
+1,477
1404
$13.2M 0.01%
+300,222
1405
$13.2M 0.01%
189,367
-51,348
1406
$13.2M 0.01%
357,917
-77,842
1407
$13.2M 0.01%
1,118,212
+128,572
1408
$13.2M 0.01%
153,313
-4,341
1409
$13.1M 0.01%
650,916
-520,405
1410
$13.1M 0.01%
278,744
+224,934
1411
$13.1M 0.01%
3,570,372
+2,884,434
1412
$13.1M 0.01%
288,950
-87,751
1413
$13.1M 0.01%
1,385,215
+275,767
1414
$13.1M 0.01%
12,302
+1
1415
$13M 0.01%
320,693
-254,259
1416
$13M 0.01%
108,756
-24,040
1417
$13M 0.01%
747,614
-29,057
1418
$13M 0.01%
201,649
-24,446
1419
$13M 0.01%
786,614
-2,787,176
1420
$12.9M 0.01%
652,014
+422,265
1421
$12.9M 0.01%
213,190
+196,319
1422
$12.9M 0.01%
791,907
-9,973
1423
$12.9M 0.01%
387,897
+79,164
1424
$12.8M 0.01%
172,869
+45,756
1425
$12.8M 0.01%
191,767
-22,282