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
1401
$29.1M 0.01%
155,730
-23,173
1402
$29.1M 0.01%
83,708
+14,127
1403
$29M 0.01%
346,625
+267,120
1404
$29M 0.01%
311,360
+26,990
1405
$28.9M 0.01%
537,594
+43,700
1406
$28.9M 0.01%
480,889
+2,201
1407
$28.9M 0.01%
+573,908
1408
$28.8M 0.01%
1,414,139
-210,944
1409
$28.7M 0.01%
290,653
+47,518
1410
$28.6M 0.01%
225,271
-14,733
1411
$28.5M 0.01%
539,246
-11,417
1412
$28.5M 0.01%
1,971,856
+1,651,621
1413
$28.5M 0.01%
698,490
+434,437
1414
$28.5M 0.01%
227,096
-513,177
1415
$28.5M 0.01%
137,097
-20,384
1416
$28.4M 0.01%
1,049,100
+646,015
1417
$28.3M 0.01%
751,156
+138,466
1418
$28.3M 0.01%
648,310
+13,212
1419
$28.3M 0.01%
340,456
-164,725
1420
$28.2M 0.01%
1,577,473
-550,545
1421
$28.1M 0.01%
1,034,011
-325,568
1422
$28M 0.01%
2,711,663
+127,225
1423
$28M 0.01%
1,131,925
-2,457,557
1424
$28M 0.01%
179,609
-12,981
1425
$28M 0.01%
1,081,299
+153,683