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
2026
$12.5M ﹤0.01%
54,995
+53,394
2027
$12.5M ﹤0.01%
495,631
+45,371
2028
$12.3M ﹤0.01%
142,702
+38,990
2029
$12.3M ﹤0.01%
613,936
-782,897
2030
$12.3M ﹤0.01%
360,927
-368,764
2031
$12.3M ﹤0.01%
132,059
+113,992
2032
$12.3M ﹤0.01%
267,299
-121,489
2033
$12.3M ﹤0.01%
615,831
-338,163
2034
$12.2M ﹤0.01%
2,631,470
+309,613
2035
$12.2M ﹤0.01%
100,373
-15,617
2036
$12.2M ﹤0.01%
338,368
-4,160
2037
$12.2M ﹤0.01%
739,005
-135,680
2038
$12.2M ﹤0.01%
134,299
+1,765
2039
$12.2M ﹤0.01%
444,291
-49,657
2040
$12.2M ﹤0.01%
168,519
+1,343
2041
$12.2M ﹤0.01%
463,290
+75,498
2042
$12.1M ﹤0.01%
241,120
-200,170
2043
$12.1M ﹤0.01%
425,219
-24,219
2044
$12.1M ﹤0.01%
754,794
-377,741
2045
$12.1M ﹤0.01%
92,968
-90,716
2046
$12.1M ﹤0.01%
460,207
+78,212
2047
$12.1M ﹤0.01%
324,608
+137,012
2048
$12.1M ﹤0.01%
621,606
+253,287
2049
$12M ﹤0.01%
3,094,985
-544,933
2050
$12M ﹤0.01%
902,882
-82,301