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
1951
$15.3M ﹤0.01%
173,218
-28,420
1952
$15.2M ﹤0.01%
307,462
-67,344
1953
$15.2M ﹤0.01%
299,980
-31,158
1954
$15.2M ﹤0.01%
802,024
+100,458
1955
$15.2M ﹤0.01%
866,327
+131,147
1956
$15.2M ﹤0.01%
97,035
+8,319
1957
$15.1M ﹤0.01%
218,334
-13,160
1958
$15.1M ﹤0.01%
3,032,290
+1,783,113
1959
$15.1M ﹤0.01%
1,030,160
-299,333
1960
$15.1M ﹤0.01%
65,190
+10,613
1961
$15.1M ﹤0.01%
332,276
-92,107
1962
$15M ﹤0.01%
138,358
-235,380
1963
$15M ﹤0.01%
343,789
+126,509
1964
$15M ﹤0.01%
289,270
-33,701
1965
$15M ﹤0.01%
3,714,450
-154,128
1966
$15M ﹤0.01%
358,333
-131,313
1967
$15M ﹤0.01%
344,205
-39,333
1968
$15M ﹤0.01%
573,567
+229,026
1969
$15M ﹤0.01%
1,416,314
-33,085
1970
$14.9M ﹤0.01%
942,224
-438,858
1971
$14.9M ﹤0.01%
333,196
+191,717
1972
$14.9M ﹤0.01%
712,016
-36,685
1973
$14.9M ﹤0.01%
320,016
-31,981
1974
$14.8M ﹤0.01%
1,463,399
+855,774
1975
$14.8M ﹤0.01%
727,504
+31,497