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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$11.3M ﹤0.01%
124,750
-16,248
2102
$11.3M ﹤0.01%
325,069
-146,573
2103
$11.3M ﹤0.01%
868,891
-64,088
2104
$11.3M ﹤0.01%
691,424
+341,041
2105
$11.2M ﹤0.01%
124,370
-192,783
2106
$11.2M ﹤0.01%
272,613
+984
2107
$11.2M ﹤0.01%
282,798
-145,325
2108
$11.2M ﹤0.01%
189,375
-143,185
2109
$11.2M ﹤0.01%
251,261
+156,570
2110
$11.1M ﹤0.01%
+952,176
2111
$11.1M ﹤0.01%
575,118
+31,630
2112
$11.1M ﹤0.01%
1,107,707
+323,140
2113
$11.1M ﹤0.01%
258,793
+52,698
2114
$11.1M ﹤0.01%
9,920
-78
2115
$11M ﹤0.01%
498,539
-17,185
2116
$11M ﹤0.01%
212,693
-133,490
2117
$11M ﹤0.01%
1,118,407
+759,782
2118
$11M ﹤0.01%
485,930
-50,916
2119
$11M ﹤0.01%
61,191
-224,213
2120
$10.9M ﹤0.01%
1,450,396
-806,053
2121
$10.9M ﹤0.01%
2,792,706
+1,080,270
2122
$10.9M ﹤0.01%
75,136
-23,087
2123
$10.9M ﹤0.01%
492,811
-4,039,133
2124
$10.9M ﹤0.01%
553,400
+52,619
2125
$10.9M ﹤0.01%
217,704
-30,251