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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$2.64M ﹤0.01%
60,839
+55,665
2402
$2.64M ﹤0.01%
52,195
-119,911
2403
$2.64M ﹤0.01%
56,853
-16,952
2404
$2.63M ﹤0.01%
224,486
-295,779
2405
$2.63M ﹤0.01%
2,036,352
+836,352
2406
$2.63M ﹤0.01%
504,743
+188,092
2407
$2.63M ﹤0.01%
66,237
+33,518
2408
$2.63M ﹤0.01%
68,291
-94,081
2409
$2.63M ﹤0.01%
306,311
+53,219
2410
$2.63M ﹤0.01%
108,214
+16,363
2411
$2.62M ﹤0.01%
121,900
+97,794
2412
$2.61M ﹤0.01%
235,179
-53,730
2413
$2.6M ﹤0.01%
114,159
+38,377
2414
$2.6M ﹤0.01%
97,188
+58,152
2415
$2.6M ﹤0.01%
56,532
+43,562
2416
$2.59M ﹤0.01%
295,823
-6,013
2417
$2.59M ﹤0.01%
79,417
+73,825
2418
$2.59M ﹤0.01%
193,072
+145,626
2419
$2.58M ﹤0.01%
91,305
-71,968
2420
$2.58M ﹤0.01%
301,238
-51,563
2421
$2.58M ﹤0.01%
21,078
-57,235
2422
$2.58M ﹤0.01%
+97,104
2423
$2.57M ﹤0.01%
125,395
-12,118
2424
$2.57M ﹤0.01%
23,823
-43,552
2425
$2.57M ﹤0.01%
142,428
+41,939