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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$12.8M ﹤0.01%
150,001
+1
2002
$12.8M ﹤0.01%
80,798
+10,481
2003
$12.7M ﹤0.01%
97,991
+33,949
2004
$12.7M ﹤0.01%
+1,250,751
2005
$12.7M ﹤0.01%
2,917,280
+147,289
2006
$12.7M ﹤0.01%
242,755
+62,364
2007
$12.7M ﹤0.01%
390,168
+79,556
2008
$12.7M ﹤0.01%
+1,276,049
2009
$12.7M ﹤0.01%
262,872
-288,147
2010
$12.7M ﹤0.01%
453,578
+150,306
2011
$12.7M ﹤0.01%
474,775
+238,740
2012
$12.7M ﹤0.01%
1,664,351
-4,607,668
2013
$12.6M ﹤0.01%
111,945
-35,054
2014
$12.6M ﹤0.01%
764,119
+685,975
2015
$12.6M ﹤0.01%
563,605
+9,171
2016
$12.6M ﹤0.01%
10,978
+2,809
2017
$12.6M ﹤0.01%
+629,425
2018
$12.6M ﹤0.01%
47,472
+2,419
2019
$12.5M ﹤0.01%
635,968
+226,817
2020
$12.5M ﹤0.01%
346,336
+235,410
2021
$12.5M ﹤0.01%
1,198,425
+625,905
2022
$12.5M ﹤0.01%
447,715
+43,589
2023
$12.5M ﹤0.01%
502,387
+55,328
2024
$12.5M ﹤0.01%
1,252,004
+1,202,004
2025
$12.5M ﹤0.01%
286,567
+212,492