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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.96%
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 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$11.2M ﹤0.01%
252,411
+21,227
1502
$11.1M ﹤0.01%
101,857
-5,069
1503
$11.1M ﹤0.01%
158,216
+65,112
1504
$11.1M ﹤0.01%
650,048
+338,672
1505
$11.1M ﹤0.01%
442,073
+69,974
1506
$11.1M ﹤0.01%
240,711
-13,043
1507
$11M ﹤0.01%
155,668
+147,977
1508
$11M ﹤0.01%
222,091
+184,846
1509
$11M ﹤0.01%
114,200
-380,634
1510
$11M ﹤0.01%
240,551
-26,737
1511
$11M ﹤0.01%
374,532
-57,508
1512
$11M ﹤0.01%
1,539,087
+1,065,831
1513
$11M ﹤0.01%
950,304
+497,751
1514
$11M ﹤0.01%
533,920
+3,353
1515
$11M ﹤0.01%
1,143,366
+509,142
1516
$10.9M ﹤0.01%
192,489
+37,088
1517
$10.9M ﹤0.01%
1,096,240
-1,065,859
1518
$10.8M ﹤0.01%
343,996
-782,247
1519
$10.8M ﹤0.01%
261,912
+4,061
1520
$10.8M ﹤0.01%
467,483
+37,524
1521
$10.8M ﹤0.01%
143,240
+80,583
1522
$10.7M ﹤0.01%
686,833
+134,904
1523
$10.7M ﹤0.01%
624,051
+475,473
1524
$10.7M ﹤0.01%
467,309
+98,945
1525
$10.7M ﹤0.01%
916,569
-33,567