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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$369M 0.09%
6,586,868
+1,091,483
202
$368M 0.09%
4,235,836
-790,009
203
$368M 0.09%
1,615,074
+268,151
204
$368M 0.09%
13,161,506
+1,897,100
205
$365M 0.09%
2,257,179
+288,479
206
$363M 0.09%
2,778,171
+227,619
207
$363M 0.09%
2,207,630
-404,312
208
$363M 0.09%
1,949,129
-342,482
209
$362M 0.09%
24,016,710
-4,129,030
210
$361M 0.09%
17,183,371
+9,823,808
211
$360M 0.09%
2,646,455
+316,706
212
$359M 0.09%
10,551,794
+556,903
213
$357M 0.09%
2,129,475
+147,408
214
$357M 0.09%
16,561,812
+901,048
215
$357M 0.09%
1,597,825
+253,844
216
$356M 0.09%
2,583,624
+87,024
217
$355M 0.09%
4,582,422
-18,794
218
$354M 0.09%
5,908,753
-1,278,541
219
$353M 0.09%
1,536,935
+6,738
220
$352M 0.09%
3,669,386
+104,322
221
$351M 0.09%
2,565,370
+355,658
222
$346M 0.09%
7,752,345
+1,228,968
223
$346M 0.09%
9,383,997
-927,302
224
$346M 0.09%
7,440,897
+409,626
225
$345M 0.09%
1,633,637
+231,211