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
$619B
AUM Growth
+$91.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,513
New
Increased
Reduced
Closed

Top Buys

1 +$5.04B
2 +$2.69B
3 +$2.06B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.46B
5
META icon
Meta Platforms (Facebook)
META
+$1.36B

Top Sells

1 +$667M
2 +$649M
3 +$483M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$473M
5
WMT icon
Walmart Inc
WMT
+$464M

Sector Composition

1 Technology 24.17%
2 Financials 11.44%
3 Consumer Discretionary 9.21%
4 Healthcare 7.49%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$28.3M ﹤0.01%
693,533
-1,012,430
1527
$28.3M ﹤0.01%
896,387
+72,232
1528
$28.2M ﹤0.01%
126,349
-7,420
1529
$28.2M ﹤0.01%
57,873
+14,070
1530
$28.2M ﹤0.01%
1,405,201
+477,291
1531
$28.1M ﹤0.01%
651,422
-137,265
1532
$28.1M ﹤0.01%
295,524
+207,468
1533
$28.1M ﹤0.01%
326,518
+51,742
1534
$28.1M ﹤0.01%
249,253
+102,698
1535
$28M ﹤0.01%
+2,074,500
1536
$28M ﹤0.01%
3,815,876
+1,395,613
1537
$28M ﹤0.01%
269,989
+64,436
1538
$28M ﹤0.01%
1,156,414
-90,895
1539
$28M ﹤0.01%
1,206,940
+196,487
1540
$27.9M ﹤0.01%
2,156,471
-111,965
1541
$27.9M ﹤0.01%
1,436,445
+221,988
1542
$27.9M ﹤0.01%
+450,000
1543
$27.9M ﹤0.01%
262,614
-88,995
1544
$27.8M ﹤0.01%
406,793
-326,195
1545
$27.8M ﹤0.01%
191,997
+97,248
1546
$27.8M ﹤0.01%
2,782,961
-423,766
1547
$27.7M ﹤0.01%
273,474
-122,026
1548
$27.6M ﹤0.01%
973,138
-626,135
1549
$27.6M ﹤0.01%
1,488,234
+123,891
1550
$27.6M ﹤0.01%
150,749
+18,551