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
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$12.2M ﹤0.01%
353,772
-297,465
2077
$12.2M ﹤0.01%
126,772
+26,094
2078
$12.2M ﹤0.01%
728,689
+147,183
2079
$12.2M ﹤0.01%
286,984
+112,925
2080
$12.2M ﹤0.01%
505,918
-48,811
2081
$12.1M ﹤0.01%
151,123
-89,053
2082
$12.1M ﹤0.01%
2,072,813
+1,617,676
2083
$12.1M ﹤0.01%
325,518
-145,955
2084
$12.1M ﹤0.01%
344,062
+158,256
2085
$12.1M ﹤0.01%
344,665
-114,770
2086
$12M ﹤0.01%
1,559,490
+17,984
2087
$12M ﹤0.01%
466,750
-133,250
2088
$12M ﹤0.01%
538,440
+21,079
2089
$12M ﹤0.01%
158,177
-190,645
2090
$11.9M ﹤0.01%
511,759
+165,024
2091
$11.9M ﹤0.01%
1,402,845
+905,655
2092
$11.9M ﹤0.01%
506,424
-124,790
2093
$11.9M ﹤0.01%
350,559
-63,920
2094
$11.9M ﹤0.01%
516,983
+502,129
2095
$11.9M ﹤0.01%
462,680
-185,170
2096
$11.9M ﹤0.01%
1,705,171
+886,240
2097
$11.9M ﹤0.01%
480,513
+262,511
2098
$11.9M ﹤0.01%
221,348
-53,904
2099
$11.9M ﹤0.01%
1,490,464
+778,687
2100
$11.9M ﹤0.01%
282,510
-143,204