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
2101
$3.62M ﹤0.01%
+84,474
2102
$3.61M ﹤0.01%
322,914
+74,903
2103
$3.6M ﹤0.01%
121,537
-14,294
2104
$3.6M ﹤0.01%
72,643
+42,139
2105
$3.59M ﹤0.01%
97,168
-472,146
2106
$3.58M ﹤0.01%
108,576
-119
2107
$3.58M ﹤0.01%
377,895
+60,055
2108
$3.58M ﹤0.01%
+140,769
2109
$3.58M ﹤0.01%
76,684
-555
2110
$3.57M ﹤0.01%
1,137,794
-32,444
2111
$3.56M ﹤0.01%
13,937
-7,051
2112
$3.56M ﹤0.01%
108,209
+49,585
2113
$3.55M ﹤0.01%
1,852
-2,127
2114
$3.54M ﹤0.01%
128,044
-15,539
2115
$3.54M ﹤0.01%
282,448
-58,238
2116
$3.53M ﹤0.01%
973,326
+34,681
2117
$3.53M ﹤0.01%
76,144
+36,709
2118
$3.52M ﹤0.01%
120,246
+9,332
2119
$3.52M ﹤0.01%
59,262
-1,604
2120
$3.51M ﹤0.01%
88,429
+39,161
2121
$3.51M ﹤0.01%
62,637
+9,144
2122
$3.51M ﹤0.01%
124,326
-91,286
2123
$3.51M ﹤0.01%
+117,876
2124
$3.5M ﹤0.01%
27,716
+10,262
2125
$3.49M ﹤0.01%
89,819
-65,569