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
$219B
AUM Growth
-$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,974
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$469M
3 +$313M
4
KHC icon
Kraft Heinz
KHC
+$270M
5
DIS icon
Walt Disney
DIS
+$245M

Top Sells

1 +$1.22B
2 +$885M
3 +$757M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$557M
5
QCOM icon
Qualcomm
QCOM
+$432M

Sector Composition

1 Financials 11.46%
2 Healthcare 9.79%
3 Technology 9.6%
4 Consumer Discretionary 8.61%
5 Energy 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$5.42M ﹤0.01%
114,232
-40,087
1952
$5.39M ﹤0.01%
140,950
+74,092
1953
$5.39M ﹤0.01%
150,772
+137,571
1954
$5.39M ﹤0.01%
+192,814
1955
$5.38M ﹤0.01%
1,656,441
-350,298
1956
$5.37M ﹤0.01%
133,965
-15,606
1957
$5.36M ﹤0.01%
155,223
+25,895
1958
$5.36M ﹤0.01%
94,472
-11,452
1959
$5.35M ﹤0.01%
298,351
-5,401,924
1960
$5.35M ﹤0.01%
251,740
+635
1961
$5.35M ﹤0.01%
613,812
+12,528
1962
$5.34M ﹤0.01%
72,075
-12,774
1963
$5.34M ﹤0.01%
90,893
+17,769
1964
$5.32M ﹤0.01%
94,183
+26,347
1965
$5.32M ﹤0.01%
337,848
+33,841
1966
$5.31M ﹤0.01%
17,840
+1,477
1967
$5.29M ﹤0.01%
328,121
+201,062
1968
$5.28M ﹤0.01%
52,873
-35,721
1969
$5.26M ﹤0.01%
474,548
-682,147
1970
$5.25M ﹤0.01%
325,854
+138,289
1971
$5.23M ﹤0.01%
94,297
-1,409
1972
$5.23M ﹤0.01%
236,043
-1,757
1973
$5.22M ﹤0.01%
104,416
-6,980
1974
$5.2M ﹤0.01%
165,105
-216,009
1975
$5.19M ﹤0.01%
137,366
+112,017