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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$4.36M ﹤0.01%
482,049
+11,652
2052
$4.34M ﹤0.01%
60,371
-11,863
2053
$4.33M ﹤0.01%
320,910
+286,020
2054
$4.33M ﹤0.01%
76,692
+573
2055
$4.32M ﹤0.01%
169,684
+3,859
2056
$4.32M ﹤0.01%
224,849
+61,966
2057
$4.32M ﹤0.01%
220,263
-590
2058
$4.31M ﹤0.01%
73,995
-583,577
2059
$4.31M ﹤0.01%
129,290
-29,146
2060
$4.31M ﹤0.01%
171,452
+143,288
2061
$4.3M ﹤0.01%
89,088
-5,690
2062
$4.29M ﹤0.01%
155,306
-2,491
2063
$4.29M ﹤0.01%
52,237
+3,748
2064
$4.29M ﹤0.01%
145,828
-10,854
2065
$4.28M ﹤0.01%
126,343
+34,773
2066
$4.27M ﹤0.01%
222,478
+13,807
2067
$4.27M ﹤0.01%
106,346
+76,714
2068
$4.26M ﹤0.01%
38,816
-3,293
2069
$4.25M ﹤0.01%
242,406
-361,634
2070
$4.25M ﹤0.01%
141,332
-11,780
2071
$4.25M ﹤0.01%
422,991
-12,694
2072
$4.24M ﹤0.01%
166,246
+28,139
2073
$4.24M ﹤0.01%
119,846
-947,760
2074
$4.24M ﹤0.01%
156,684
-42,416
2075
$4.24M ﹤0.01%
133,441
-1,562