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
$243B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,703
New
Increased
Reduced
Closed

Top Buys

1 +$1.25B
2 +$645M
3 +$621M
4
NAVI icon
Navient
NAVI
+$609M
5
EXC icon
Exelon
EXC
+$583M

Top Sells

1 +$1.17B
2 +$611M
3 +$564M
4
CIE
Cobalt International Energy, Inc
CIE
+$403M
5
DD icon
DuPont de Nemours
DD
+$379M

Sector Composition

1 Energy 10.76%
2 Financials 10.08%
3 Technology 10.06%
4 Healthcare 8.71%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$12.3M 0.01%
503,133
+440,266
1502
$12.3M 0.01%
240,763
+19,114
1503
$12.2M 0.01%
+24,476
1504
$12.1M 0.01%
189,889
+72,933
1505
$12.1M 0.01%
1,109,646
-1,426
1506
$12.1M 0.01%
115,140
+26,754
1507
$12M ﹤0.01%
414,058
-26,713
1508
$12M ﹤0.01%
104,273
-56,211
1509
$12M ﹤0.01%
166,938
+31,692
1510
$12M ﹤0.01%
375,610
+166,896
1511
$12M ﹤0.01%
714,553
+172,422
1512
$11.9M ﹤0.01%
559,987
-121,826
1513
$11.9M ﹤0.01%
639,232
+338,576
1514
$11.8M ﹤0.01%
1,299,304
+141,620
1515
$11.8M ﹤0.01%
49,799
+40,126
1516
$11.7M ﹤0.01%
219,013
+69,041
1517
$11.7M ﹤0.01%
112,677
-90,076
1518
$11.6M ﹤0.01%
286,327
-14,827
1519
$11.6M ﹤0.01%
337,405
-273,459
1520
$11.6M ﹤0.01%
389,378
-310,606
1521
$11.6M ﹤0.01%
738,581
+406,290
1522
$11.5M ﹤0.01%
228,117
+48,975
1523
$11.5M ﹤0.01%
258,865
+16,373
1524
$11.5M ﹤0.01%
271,755
+25,998
1525
$11.5M ﹤0.01%
714,159
+6,602