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
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.56%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$485M 0.08%
2,747,820
-256,184
202
$479M 0.08%
6,805,859
+806,940
203
$478M 0.08%
8,977,413
-2,695,763
204
$476M 0.08%
1,291,230
-704,292
205
$474M 0.07%
2,484,586
+118,142
206
$473M 0.07%
8,041,959
-1,164,300
207
$472M 0.07%
9,919,033
+151,072
208
$471M 0.07%
3,654,403
+123,496
209
$466M 0.07%
3,698,322
-330,395
210
$465M 0.07%
1,628,009
+420,520
211
$459M 0.07%
17,318,767
-8,507,851
212
$459M 0.07%
644,637
+35,594
213
$458M 0.07%
803,532
-237,663
214
$455M 0.07%
5,329,961
+1,329,572
215
$452M 0.07%
4,780,741
+885,403
216
$451M 0.07%
1,875,898
-15,846
217
$448M 0.07%
2,578,911
+288,670
218
$447M 0.07%
2,480,055
+83,092
219
$447M 0.07%
2,665,649
-194,137
220
$445M 0.07%
3,007,428
-391,202
221
$440M 0.07%
8,511,614
-470,574
222
$437M 0.07%
9,964,483
+200,071
223
$434M 0.07%
2,809,539
-82,110
224
$434M 0.07%
3,657,525
+607,445
225
$432M 0.07%
2,853,867
-1,534,862