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
2051
$4.45M ﹤0.01%
5,671
-1,137
2052
$4.43M ﹤0.01%
58,793
+36,125
2053
$4.43M ﹤0.01%
268,237
-177,573
2054
$4.43M ﹤0.01%
159,439
-206,471
2055
$4.43M ﹤0.01%
254,556
+20,836
2056
$4.42M ﹤0.01%
231,439
-278,653
2057
$4.42M ﹤0.01%
1,165,986
-19,880
2058
$4.41M ﹤0.01%
144,544
+92,123
2059
$4.41M ﹤0.01%
88,186
-31,243
2060
$4.41M ﹤0.01%
364,209
-149,780
2061
$4.38M ﹤0.01%
87,096
-73,229
2062
$4.37M ﹤0.01%
382,269
-4,246,918
2063
$4.37M ﹤0.01%
76,546
-16,453
2064
$4.36M ﹤0.01%
251,546
+13,962
2065
$4.36M ﹤0.01%
144,034
+3,952
2066
$4.34M ﹤0.01%
220,015
-51,187
2067
$4.34M ﹤0.01%
4,782,346
+2,524,478
2068
$4.34M ﹤0.01%
+128,083
2069
$4.31M ﹤0.01%
140,792
-59,754
2070
$4.31M ﹤0.01%
142,429
+78,457
2071
$4.3M ﹤0.01%
56,637
-197,956
2072
$4.3M ﹤0.01%
113,052
+13,566
2073
$4.29M ﹤0.01%
88,447
-17,331
2074
$4.29M ﹤0.01%
704,585
-68,993
2075
$4.28M ﹤0.01%
132,394
+92,086