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

Top Buys

1 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$5.1M ﹤0.01%
149,608
-66,409
1952
$5.09M ﹤0.01%
131,445
+48,543
1953
$5.09M ﹤0.01%
245,398
+29,089
1954
$5.08M ﹤0.01%
86,606
-15,713
1955
$5.08M ﹤0.01%
173,517
-13,109
1956
$5.07M ﹤0.01%
415,152
+305,475
1957
$5.07M ﹤0.01%
50,067
+1,825
1958
$5.06M ﹤0.01%
134,160
-5,882
1959
$5.05M ﹤0.01%
137,985
+37,535
1960
$5.05M ﹤0.01%
91,478
+14,421
1961
$5.04M ﹤0.01%
64,626
-5,167
1962
$5.02M ﹤0.01%
215,646
+3,614
1963
$5.01M ﹤0.01%
79,978
-1,934
1964
$5M ﹤0.01%
105,252
+48,844
1965
$4.99M ﹤0.01%
22,431
-1,450
1966
$4.99M ﹤0.01%
43,469
+1,899
1967
$4.97M ﹤0.01%
17,456
+12,050
1968
$4.96M ﹤0.01%
128,578
+72,080
1969
$4.94M ﹤0.01%
106,682
+90,261
1970
$4.92M ﹤0.01%
184,233
-4,680
1971
$4.92M ﹤0.01%
134,430
-51,939
1972
$4.91M ﹤0.01%
218,969
+93,925
1973
$4.9M ﹤0.01%
141,030
+108,215
1974
$4.89M ﹤0.01%
117,177
-26,332
1975
$4.89M ﹤0.01%
100,631
+25,452