Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$260M 0.11%
13,020,486
-895,248
202
$259M 0.11%
4,175,982
-671,895
203
$258M 0.11%
707,779
+107,021
204
$258M 0.11%
14,139,480
-3,252,225
205
$256M 0.11%
5,082,664
+181,730
206
$256M 0.11%
3,158,951
+241,414
207
$256M 0.11%
22,896,004
+251,794
208
$255M 0.11%
9,430,251
+762,219
209
$254M 0.11%
2,353,703
+150,381
210
$253M 0.11%
2,496,750
+271,300
211
$253M 0.11%
3,230,766
+1,484,473
212
$252M 0.11%
4,410,987
+1,127,308
213
$251M 0.11%
4,989,405
+102,073
214
$250M 0.11%
3,772,718
-160,770
215
$250M 0.11%
4,726,729
-293,936
216
$249M 0.11%
3,292,511
-286,748
217
$249M 0.11%
4,636,578
+639,781
218
$249M 0.1%
3,896,874
-851,620
219
$248M 0.1%
6,464,304
+1,105,498
220
$248M 0.1%
2,027,565
-313,271
221
$247M 0.1%
4,406,538
-4,270,252
222
$247M 0.1%
17,209,308
-985,824
223
$245M 0.1%
9,431,586
-227,405
224
$244M 0.1%
3,335,409
-1,023,760
225
$244M 0.1%
7,132,328
-1,165,534