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
2001
$4.65M ﹤0.01%
134,837
+59,567
2002
$4.65M ﹤0.01%
141,298
+52,874
2003
$4.63M ﹤0.01%
90,379
-10,858
2004
$4.63M ﹤0.01%
138,614
-49,373
2005
$4.63M ﹤0.01%
88,764
+3,854
2006
$4.62M ﹤0.01%
205,000
-68,315
2007
$4.62M ﹤0.01%
132,822
-102,318
2008
$4.61M ﹤0.01%
240,853
-29,995
2009
$4.61M ﹤0.01%
279,212
+20,513
2010
$4.6M ﹤0.01%
384,833
+42,887
2011
$4.58M ﹤0.01%
818,030
+173,235
2012
$4.58M ﹤0.01%
161,323
+55,914
2013
$4.57M ﹤0.01%
81,505
+8,862
2014
$4.55M ﹤0.01%
154,297
-15,415
2015
$4.54M ﹤0.01%
178,490
-22,920
2016
$4.53M ﹤0.01%
51,201
-1,750
2017
$4.53M ﹤0.01%
51,132
-34,866
2018
$4.53M ﹤0.01%
90,884
+51,438
2019
$4.53M ﹤0.01%
251,090
-2,695
2020
$4.53M ﹤0.01%
167,246
-48,506
2021
$4.52M ﹤0.01%
56,694
-50,554
2022
$4.52M ﹤0.01%
94,855
+40,640
2023
$4.52M ﹤0.01%
286,743
+25,101
2024
$4.51M ﹤0.01%
209,781
-12,571
2025
$4.51M ﹤0.01%
185,343
-161,951