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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$5.46M ﹤0.01%
318,691
+2,685
2052
$5.45M ﹤0.01%
124,369
-54,230
2053
$5.45M ﹤0.01%
217,660
-48,684
2054
$5.45M ﹤0.01%
144,095
+30,844
2055
$5.45M ﹤0.01%
206,784
2056
$5.44M ﹤0.01%
505,657
+180,415
2057
$5.43M ﹤0.01%
223,019
-2,004
2058
$5.43M ﹤0.01%
110,000
2059
$5.42M ﹤0.01%
172,000
+3,482
2060
$5.42M ﹤0.01%
104,717
-170,360
2061
$5.42M ﹤0.01%
2,157,619
+1,915,095
2062
$5.41M ﹤0.01%
284,252
+168,940
2063
$5.38M ﹤0.01%
193,550
-63,233
2064
$5.37M ﹤0.01%
412,968
+10,927
2065
$5.37M ﹤0.01%
123,281
-10,294
2066
$5.35M ﹤0.01%
155,825
+6,168
2067
$5.35M ﹤0.01%
679,266
+205,247
2068
$5.33M ﹤0.01%
146,957
+235
2069
$5.33M ﹤0.01%
49,790
-38,415
2070
$5.33M ﹤0.01%
747,550
-276,427
2071
$5.32M ﹤0.01%
105,297
+25,371
2072
$5.32M ﹤0.01%
261,960
-308,462
2073
$5.32M ﹤0.01%
123,830
+821
2074
$5.31M ﹤0.01%
269,450
-20,233
2075
$5.31M ﹤0.01%
1,530,838
+189,835