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
$619B
AUM Growth
+$91.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,513
New
Increased
Reduced
Closed

Top Buys

1 +$5.04B
2 +$2.69B
3 +$2.06B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.46B
5
META icon
Meta Platforms (Facebook)
META
+$1.36B

Top Sells

1 +$667M
2 +$649M
3 +$483M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$473M
5
WMT icon
Walmart Inc
WMT
+$464M

Sector Composition

1 Technology 24.17%
2 Financials 11.44%
3 Consumer Discretionary 9.21%
4 Healthcare 7.49%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$15.9M ﹤0.01%
474,478
+298,505
1927
$15.9M ﹤0.01%
916,969
+8,292
1928
$15.8M ﹤0.01%
657,277
-444,672
1929
$15.8M ﹤0.01%
2,029,554
-271,697
1930
$15.8M ﹤0.01%
3,295,248
+1,115,407
1931
$15.8M ﹤0.01%
68,494
+1,717
1932
$15.7M ﹤0.01%
190,327
-20,008
1933
$15.7M ﹤0.01%
189,271
-73,174
1934
$15.7M ﹤0.01%
297,033
-126,254
1935
$15.7M ﹤0.01%
4,003,536
+1,624,798
1936
$15.7M ﹤0.01%
468,661
-518,176
1937
$15.7M ﹤0.01%
167,293
+116,078
1938
$15.7M ﹤0.01%
1,047,399
-207,634
1939
$15.7M ﹤0.01%
214,234
+75,669
1940
$15.6M ﹤0.01%
442,608
+97,943
1941
$15.6M ﹤0.01%
396,145
-4,024
1942
$15.6M ﹤0.01%
522,720
+86,479
1943
$15.6M ﹤0.01%
1,170,521
-314,205
1944
$15.6M ﹤0.01%
6,506,590
+2,388,060
1945
$15.5M ﹤0.01%
425,994
-54,275
1946
$15.4M ﹤0.01%
4,159,264
-9,130
1947
$15.4M ﹤0.01%
168,899
-56,812
1948
$15.4M ﹤0.01%
117,743
-11,672
1949
$15.3M ﹤0.01%
185,692
+129,714
1950
$15.3M ﹤0.01%
288,831
+57,017