Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
2 Energy 10.45%
3 Technology 9.84%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$3.86M ﹤0.01%
122,254
-42,080
2052
$3.86M ﹤0.01%
64,188
+6,602
2053
$3.86M ﹤0.01%
+89,504
2054
$3.85M ﹤0.01%
967,768
+278,728
2055
$3.84M ﹤0.01%
480,478
-84,341
2056
$3.83M ﹤0.01%
2,081
-347
2057
$3.82M ﹤0.01%
108,074
-1,568
2058
$3.82M ﹤0.01%
102,881
+40,016
2059
$3.81M ﹤0.01%
202,627
+102,300
2060
$3.8M ﹤0.01%
319,873
-54,824
2061
$3.8M ﹤0.01%
304,669
+186,587
2062
$3.8M ﹤0.01%
48,489
+5,065
2063
$3.79M ﹤0.01%
51,138
-32,495
2064
$3.79M ﹤0.01%
76,119
+17,521
2065
$3.78M ﹤0.01%
196,992
-18,561
2066
$3.78M ﹤0.01%
22,492
+11,597
2067
$3.78M ﹤0.01%
400,979
+67,082
2068
$3.77M ﹤0.01%
310,863
+47,367
2069
$3.77M ﹤0.01%
142,749
-21,573
2070
$3.77M ﹤0.01%
228,083
-46,468
2071
$3.77M ﹤0.01%
109,186
+100,327
2072
$3.76M ﹤0.01%
343,226
+322,274
2073
$3.75M ﹤0.01%
135,003
-77,768
2074
$3.75M ﹤0.01%
19,870
+1,618
2075
$3.75M ﹤0.01%
100,450
+31,602