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
2101
$4.12M ﹤0.01%
65,527
+847
2102
$4.11M ﹤0.01%
33,661
+32,652
2103
$4.09M ﹤0.01%
94,169
+34,276
2104
$4.08M ﹤0.01%
105,717
+482
2105
$4.08M ﹤0.01%
176,394
+68,994
2106
$4.05M ﹤0.01%
26,902
+11,165
2107
$4.05M ﹤0.01%
1,850,426
+47,415
2108
$4.04M ﹤0.01%
86,055
+22,182
2109
$4.04M ﹤0.01%
126,228
-1,176
2110
$4.04M ﹤0.01%
67,392
-5,678
2111
$4.04M ﹤0.01%
236,661
+70,635
2112
$4.04M ﹤0.01%
208,117
+73,032
2113
$4.04M ﹤0.01%
62,706
+4,771
2114
$4.03M ﹤0.01%
324,350
+157,870
2115
$4.03M ﹤0.01%
137,392
-8,957
2116
$4.03M ﹤0.01%
188,172
+159,118
2117
$4.02M ﹤0.01%
+160,679
2118
$4.01M ﹤0.01%
86,294
-92,941
2119
$4M ﹤0.01%
150,000
-681
2120
$4M ﹤0.01%
65,928
+34,773
2121
$3.99M ﹤0.01%
103,646
+24,172
2122
$3.98M ﹤0.01%
133,522
+125,133
2123
$3.98M ﹤0.01%
96,783
-64,755
2124
$3.98M ﹤0.01%
86,685
-1,744
2125
$3.98M ﹤0.01%
89,075
+27,567