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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$5.29M ﹤0.01%
156,982
+90,800
1927
$5.28M ﹤0.01%
193,851
-14,685
1928
$5.28M ﹤0.01%
71,046
-100,123
1929
$5.27M ﹤0.01%
469,432
-201,432
1930
$5.26M ﹤0.01%
170,603
+28,348
1931
$5.26M ﹤0.01%
266,651
+58,760
1932
$5.26M ﹤0.01%
676,540
+123,899
1933
$5.25M ﹤0.01%
199,268
-21,681
1934
$5.23M ﹤0.01%
1,449,037
+699,792
1935
$5.22M ﹤0.01%
158,144
-23,720
1936
$5.22M ﹤0.01%
298,888
+161,071
1937
$5.2M ﹤0.01%
216,081
-1,958,746
1938
$5.2M ﹤0.01%
579,238
-523,921
1939
$5.18M ﹤0.01%
194,563
-90,868
1940
$5.17M ﹤0.01%
5,616,975
-539,400
1941
$5.16M ﹤0.01%
179,626
+48,138
1942
$5.15M ﹤0.01%
88,966
-138,988
1943
$5.14M ﹤0.01%
220,745
-59,434
1944
$5.12M ﹤0.01%
103,599
+11,734
1945
$5.12M ﹤0.01%
236,449
-294,875
1946
$5.12M ﹤0.01%
365,552
+360,028
1947
$5.12M ﹤0.01%
288,284
+91,934
1948
$5.11M ﹤0.01%
+112,778
1949
$5.11M ﹤0.01%
84,976
-133,164
1950
$5.1M ﹤0.01%
149,608
-66,409