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
2201
$9.72M ﹤0.01%
203,013
+177,157
2202
$9.71M ﹤0.01%
1,096,506
+655,685
2203
$9.71M ﹤0.01%
187,442
+149,091
2204
$9.69M ﹤0.01%
311,016
+31,801
2205
$9.66M ﹤0.01%
468,881
-173,422
2206
$9.64M ﹤0.01%
982,074
+871,884
2207
$9.62M ﹤0.01%
1,691,176
-146,581
2208
$9.62M ﹤0.01%
70,871
+51,185
2209
$9.62M ﹤0.01%
464,458
-30,641
2210
$9.62M ﹤0.01%
12,305
-4,388
2211
$9.61M ﹤0.01%
473,581
+90,697
2212
$9.56M ﹤0.01%
+961,599
2213
$9.55M ﹤0.01%
145,191
+51,186
2214
$9.52M ﹤0.01%
+963,152
2215
$9.51M ﹤0.01%
92,645
+36,154
2216
$9.51M ﹤0.01%
+970,421
2217
$9.5M ﹤0.01%
795,286
-345,151
2218
$9.5M ﹤0.01%
125,308
-117,653
2219
$9.47M ﹤0.01%
75,546
-46,195
2220
$9.44M ﹤0.01%
1,036,542
+82,573
2221
$9.44M ﹤0.01%
433,395
+3,857
2222
$9.44M ﹤0.01%
210,886
+206,052
2223
$9.42M ﹤0.01%
167,240
+105,846
2224
$9.41M ﹤0.01%
2,778,687
-823,475
2225
$9.4M ﹤0.01%
94,376
+38,915