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
2101
$11.8M ﹤0.01%
95,751
+21,665
2102
$11.8M ﹤0.01%
89,792
-82,578
2103
$11.8M ﹤0.01%
1,345,469
-466,715
2104
$11.8M ﹤0.01%
4,330,818
-163,353
2105
$11.8M ﹤0.01%
1,241,226
+159,239
2106
$11.8M ﹤0.01%
406,712
-21,123
2107
$11.8M ﹤0.01%
248,393
-372,156
2108
$11.8M ﹤0.01%
44,394
-10,953
2109
$11.7M ﹤0.01%
2,179,841
+892,408
2110
$11.7M ﹤0.01%
519,873
+41,117
2111
$11.7M ﹤0.01%
277,403
-82,550
2112
$11.7M ﹤0.01%
2,378,738
+221,486
2113
$11.7M ﹤0.01%
5,000,107
+582,153
2114
$11.6M ﹤0.01%
182,620
-505,694
2115
$11.6M ﹤0.01%
182,075
-294,991
2116
$11.5M ﹤0.01%
440,151
-74,347
2117
$11.5M ﹤0.01%
174,788
-115,223
2118
$11.5M ﹤0.01%
258,930
-31,111
2119
$11.4M ﹤0.01%
344,766
-150,282
2120
$11.4M ﹤0.01%
211,365
+13,291
2121
$11.4M ﹤0.01%
1,050,040
-28,290
2122
$11.4M ﹤0.01%
217,280
+98,293
2123
$11.4M ﹤0.01%
203,808
-84,536
2124
$11.4M ﹤0.01%
194,359
+40,656
2125
$11.4M ﹤0.01%
363,071
-325,812