Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$19.3M ﹤0.01%
803,926
-12,897
1727
$19.3M ﹤0.01%
477,280
-174,818
1728
$19.3M ﹤0.01%
658,652
+91,482
1729
$19.3M ﹤0.01%
427,161
+26,948
1730
$19.3M ﹤0.01%
129,733
-63,503
1731
$19.2M ﹤0.01%
612,292
+41,759
1732
$19.2M ﹤0.01%
293,058
+28,666
1733
$19.2M ﹤0.01%
2,699,863
-619,762
1734
$19.2M ﹤0.01%
735,255
-73,624
1735
$19.2M ﹤0.01%
342,314
-176,657
1736
$19.2M ﹤0.01%
212,571
-90,412
1737
$19.1M ﹤0.01%
506,475
+140,980
1738
$19.1M ﹤0.01%
805,199
+69,289
1739
$19M ﹤0.01%
113,353
+1,428
1740
$19M ﹤0.01%
302,169
-28,736
1741
$19M ﹤0.01%
278,439
-15,053
1742
$19M ﹤0.01%
1,484,199
+491,682
1743
$19M ﹤0.01%
196,416
+29,661
1744
$18.9M ﹤0.01%
720,770
+71,949
1745
$18.9M ﹤0.01%
6,261,780
-2,617,098
1746
$18.9M ﹤0.01%
+204,255
1747
$18.9M ﹤0.01%
343,292
+358
1748
$18.9M ﹤0.01%
253,403
+42,666
1749
$18.8M ﹤0.01%
2,469,738
-660,680
1750
$18.8M ﹤0.01%
248,285
-92