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
2026
$4.73M ﹤0.01%
117,803
-32,623
2027
$4.71M ﹤0.01%
35,285
+9,340
2028
$4.69M ﹤0.01%
158,922
+14,208
2029
$4.68M ﹤0.01%
536,475
-20,326
2030
$4.67M ﹤0.01%
21,599
-2,924
2031
$4.66M ﹤0.01%
163,507
-383,417
2032
$4.66M ﹤0.01%
172,333
-257,324
2033
$4.64M ﹤0.01%
180,149
+27,191
2034
$4.63M ﹤0.01%
294,113
+160,829
2035
$4.63M ﹤0.01%
115,092
+42,171
2036
$4.62M ﹤0.01%
119,754
-1,074
2037
$4.6M ﹤0.01%
127,710
+82
2038
$4.58M ﹤0.01%
305,308
+31,121
2039
$4.55M ﹤0.01%
88,368
-4,373
2040
$4.54M ﹤0.01%
262,310
+129,737
2041
$4.53M ﹤0.01%
100,562
-55,848
2042
$4.52M ﹤0.01%
100,391
-34,339
2043
$4.52M ﹤0.01%
305,628
+43,005
2044
$4.51M ﹤0.01%
98,165
-100
2045
$4.51M ﹤0.01%
+302,510
2046
$4.5M ﹤0.01%
285,474
-358,404
2047
$4.49M ﹤0.01%
12,322
+4,469
2048
$4.49M ﹤0.01%
201,429
+24,038
2049
$4.48M ﹤0.01%
181,640
+118,034
2050
$4.47M ﹤0.01%
81,872
+70,523