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
2101
$4.12M ﹤0.01%
101,439
+4,355
2102
$4.1M ﹤0.01%
373,968
+298,755
2103
$4.09M ﹤0.01%
154,178
+109,180
2104
$4.08M ﹤0.01%
59,925
-14,742
2105
$4.08M ﹤0.01%
576,578
-8,456
2106
$4.06M ﹤0.01%
138,801
+128,230
2107
$4.04M ﹤0.01%
74,028
-8,977
2108
$4.03M ﹤0.01%
192,273
-32,783
2109
$4.03M ﹤0.01%
1,145,529
+1,027,323
2110
$4.02M ﹤0.01%
264,895
-32,336
2111
$4M ﹤0.01%
93,920
+68,845
2112
$4M ﹤0.01%
239,047
+209,400
2113
$3.99M ﹤0.01%
472,944
-32,646
2114
$3.98M ﹤0.01%
169,508
-16,187
2115
$3.96M ﹤0.01%
28,002
+17,750
2116
$3.96M ﹤0.01%
+199,600
2117
$3.95M ﹤0.01%
226,642
-225,770
2118
$3.94M ﹤0.01%
141,623
-15,681
2119
$3.93M ﹤0.01%
158,050
+56,666
2120
$3.93M ﹤0.01%
461,690
-145,420
2121
$3.93M ﹤0.01%
+99,800
2122
$3.93M ﹤0.01%
+200,000
2123
$3.93M ﹤0.01%
+199,400
2124
$3.92M ﹤0.01%
614,816
+239,475
2125
$3.92M ﹤0.01%
643,616
+578,584