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
2001
$4.93M ﹤0.01%
115,618
+2,343
2002
$4.93M ﹤0.01%
98,016
+7,028
2003
$4.92M ﹤0.01%
157,544
+26,154
2004
$4.92M ﹤0.01%
97,868
-381
2005
$4.9M ﹤0.01%
1,075,214
-101,459
2006
$4.9M ﹤0.01%
345,334
+47,891
2007
$4.88M ﹤0.01%
186,058
-338,058
2008
$4.87M ﹤0.01%
2,866,625
+1,323,871
2009
$4.85M ﹤0.01%
25,095
+3,280
2010
$4.85M ﹤0.01%
117,524
-17,351
2011
$4.85M ﹤0.01%
299,554
-55,458
2012
$4.85M ﹤0.01%
226,926
-52,672
2013
$4.84M ﹤0.01%
57,053
-370
2014
$4.84M ﹤0.01%
93,293
-4,836
2015
$4.84M ﹤0.01%
+105,546
2016
$4.83M ﹤0.01%
98,200
+56,535
2017
$4.8M ﹤0.01%
110,000
2018
$4.8M ﹤0.01%
803,916
-27,910
2019
$4.8M ﹤0.01%
160,172
+8,634
2020
$4.79M ﹤0.01%
+736,236
2021
$4.78M ﹤0.01%
261,889
+213,902
2022
$4.77M ﹤0.01%
355,373
+197,222
2023
$4.77M ﹤0.01%
190,586
+163,864
2024
$4.75M ﹤0.01%
1,767,297
+1,066,194
2025
$4.74M ﹤0.01%
87,164
+3