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
2001
$14.3M ﹤0.01%
3,934,002
+1,209,563
2002
$14.3M ﹤0.01%
350,000
2003
$14.3M ﹤0.01%
2,344,767
-89,965
2004
$14.3M ﹤0.01%
322,184
-60,988
2005
$14.3M ﹤0.01%
745,340
+13,658
2006
$14.3M ﹤0.01%
2,087,980
-5,170,649
2007
$14.2M ﹤0.01%
188,354
+6,547
2008
$14.2M ﹤0.01%
37,592
+16,313
2009
$14.1M ﹤0.01%
1,670,541
+728,588
2010
$14.1M ﹤0.01%
504,124
+19,109
2011
$14M ﹤0.01%
1,235,035
-9,275
2012
$14M ﹤0.01%
1,527,442
-1,163,560
2013
$14M ﹤0.01%
181,796
-49,229
2014
$14M ﹤0.01%
406,854
-83,540
2015
$14M ﹤0.01%
510,910
+329,906
2016
$14M ﹤0.01%
612,725
-114,695
2017
$14M ﹤0.01%
334,455
-16,104
2018
$14M ﹤0.01%
550,386
-631,911
2019
$13.9M ﹤0.01%
212,737
+177,375
2020
$13.9M ﹤0.01%
10,965,836
+10,082,874
2021
$13.9M ﹤0.01%
440,251
-30,901
2022
$13.9M ﹤0.01%
1,119,437
-671,823
2023
$13.9M ﹤0.01%
385,869
-33,365
2024
$13.9M ﹤0.01%
132,285
-50,634
2025
$13.9M ﹤0.01%
111,544
-30,450