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
1501
$25.7M 0.01%
594,626
-309,152
1502
$25.7M 0.01%
565,235
-114,202
1503
$25.6M 0.01%
932,385
+179,253
1504
$25.5M 0.01%
254,017
-146,596
1505
$25.5M 0.01%
337,403
-28,700
1506
$25.5M 0.01%
60,022
+8,077
1507
$25.4M 0.01%
744,207
+19,002
1508
$25.4M 0.01%
169,056
+48,961
1509
$25.4M 0.01%
1,901,063
-2,293,499
1510
$25.3M 0.01%
382,550
-112,719
1511
$25.2M 0.01%
733,966
+5,450
1512
$25.2M 0.01%
382,762
+68,884
1513
$25.2M 0.01%
464,394
+438,870
1514
$25.2M 0.01%
793,453
-174,359
1515
$25.2M 0.01%
457,176
-132,738
1516
$25.1M 0.01%
309,087
+9,819
1517
$25.1M 0.01%
243,016
+68,240
1518
$25.1M 0.01%
1,045,012
+701,495
1519
$25.1M 0.01%
493,475
-62,949
1520
$25M 0.01%
455,140
+88,630
1521
$25M 0.01%
279,572
-13,708
1522
$25M 0.01%
325,471
+8,035
1523
$25M 0.01%
2,629,586
+1,117,636
1524
$24.9M 0.01%
444,282
-181,522
1525
$24.9M 0.01%
158,064