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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.9M ﹤0.01%
126,607
+60,821
2002
$5.9M ﹤0.01%
338,357
-51,588
2003
$5.86M ﹤0.01%
151,899
-799
2004
$5.86M ﹤0.01%
239,540
-56,970
2005
$5.84M ﹤0.01%
86,061
+37,873
2006
$5.83M ﹤0.01%
243,933
2007
$5.82M ﹤0.01%
1,657,389
+745,519
2008
$5.81M ﹤0.01%
42,131
-23,195
2009
$5.81M ﹤0.01%
537,152
+135,932
2010
$5.8M ﹤0.01%
43,743
+32,540
2011
$5.79M ﹤0.01%
287,462
+18,704
2012
$5.79M ﹤0.01%
121,841
+114,831
2013
$5.78M ﹤0.01%
425,179
+125,123
2014
$5.77M ﹤0.01%
335,160
-15,480
2015
$5.77M ﹤0.01%
295,751
+71,875
2016
$5.77M ﹤0.01%
225,441
-1,218
2017
$5.76M ﹤0.01%
361,592
-46,998
2018
$5.76M ﹤0.01%
136,560
-35,283
2019
$5.75M ﹤0.01%
432,265
+43,285
2020
$5.74M ﹤0.01%
124,805
+37,776
2021
$5.74M ﹤0.01%
243,257
+39,044
2022
$5.71M ﹤0.01%
736,603
+169,210
2023
$5.71M ﹤0.01%
+194,387
2024
$5.7M ﹤0.01%
111,820
-254,384
2025
$5.68M ﹤0.01%
161,059
-61,935