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
1701
$19M ﹤0.01%
1,240,398
-136,220
1702
$19M ﹤0.01%
289,299
+85,747
1703
$19M ﹤0.01%
700,030
+150,128
1704
$18.9M ﹤0.01%
862,196
+326,996
1705
$18.9M ﹤0.01%
583,695
-340,097
1706
$18.9M ﹤0.01%
1,390,550
+727,746
1707
$18.9M ﹤0.01%
4,765,496
+2,357,585
1708
$18.9M ﹤0.01%
1,294,799
+474,643
1709
$18.8M ﹤0.01%
255,098
+46,302
1710
$18.8M ﹤0.01%
788,928
+452,143
1711
$18.8M ﹤0.01%
158,308
-51,348
1712
$18.8M ﹤0.01%
492,444
-139,911
1713
$18.7M ﹤0.01%
805,288
-18,476
1714
$18.7M ﹤0.01%
46,296
+4,718
1715
$18.7M ﹤0.01%
45,456
+8,225
1716
$18.7M ﹤0.01%
850,810
-3,476
1717
$18.7M ﹤0.01%
513,895
-320,362
1718
$18.7M ﹤0.01%
253,385
+121,757
1719
$18.7M ﹤0.01%
276,286
-26,704
1720
$18.6M ﹤0.01%
372,615
1721
$18.6M ﹤0.01%
1,288,544
+873,028
1722
$18.6M ﹤0.01%
1,228,362
+491,126
1723
$18.5M ﹤0.01%
375,045
+210,918
1724
$18.5M ﹤0.01%
432,458
-946,934
1725
$18.4M ﹤0.01%
2,847,268
+2,069,519