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
1551
$24M 0.01%
1,278,647
+307,204
1552
$24M 0.01%
1,003,704
-71,544
1553
$24M 0.01%
644,972
+389,673
1554
$24M 0.01%
445,784
-3,036
1555
$23.9M 0.01%
424,826
-548,557
1556
$23.8M 0.01%
626,834
-328,343
1557
$23.8M 0.01%
1,355,757
+366,666
1558
$23.8M 0.01%
237,463
+55,241
1559
$23.8M 0.01%
578,290
-218,247
1560
$23.7M 0.01%
268,627
+104,036
1561
$23.7M 0.01%
109,608
-38,961
1562
$23.7M 0.01%
883,783
-129,093
1563
$23.7M 0.01%
453,583
+188,799
1564
$23.6M 0.01%
628,416
+17,213
1565
$23.6M 0.01%
601,506
+365,133
1566
$23.4M 0.01%
341,012
+140,548
1567
$23.4M 0.01%
282,412
+12,667
1568
$23.4M 0.01%
310,780
-28,618
1569
$23.4M 0.01%
345,414
-1,220,995
1570
$23.3M 0.01%
216,907
+45,053
1571
$23.3M 0.01%
2,310,161
+1,511,469
1572
$23.2M 0.01%
409,921
-18,894
1573
$23.1M 0.01%
1,142,459
+565,212
1574
$23.1M 0.01%
1,292,940
-194,758
1575
$23.1M 0.01%
231,751
-1,473