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
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.56%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$616M 0.1%
1,332,716
-97,488
152
$614M 0.1%
8,297,936
-1,008,141
153
$608M 0.1%
2,830,470
+660,438
154
$608M 0.1%
14,328,406
-8,171,007
155
$608M 0.1%
11,624,333
+2,032,147
156
$606M 0.1%
7,713,096
-228,012
157
$602M 0.09%
6,468,918
+1,134,766
158
$599M 0.09%
1,265,193
+85,539
159
$597M 0.09%
2,810,495
-1,099,807
160
$596M 0.09%
2,545,042
+111,963
161
$590M 0.09%
1,963,537
+198,244
162
$589M 0.09%
1,829,425
-381,026
163
$582M 0.09%
2,105,541
+92,732
164
$578M 0.09%
7,731,180
+353,897
165
$576M 0.09%
3,400,461
+62,877
166
$572M 0.09%
1,974,619
-89,811
167
$567M 0.09%
5,841,778
-2,756,540
168
$564M 0.09%
1,401,734
+43,200
169
$563M 0.09%
4,591,981
+831,213
170
$557M 0.09%
7,356,458
-1,273,748
171
$552M 0.09%
3,862,698
+258,890
172
$549M 0.09%
7,600,587
-4,558,853
173
$545M 0.09%
9,035,201
-1,271,066
174
$542M 0.09%
14,744,029
+1,267,264
175
$542M 0.09%
5,935,745
-726,823