Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $619B
1-Year Est. Return 19.55%
 

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
+19.55%
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 10.57%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.8B 3.59%
91,057,452
+4,542,715
2
$19B 2.99%
141,367,741
+2,686,056
3
$18.9B 2.98%
32,272,300
-872,985
4
$18.2B 2.87%
43,264,448
+282,482
5
$11B 1.73%
50,006,489
-4,738,568
6
$8.97B 1.41%
47,386,526
-1,908,513
7
$8.27B 1.3%
14,123,516
+2,062,105
8
$7.1B 1.12%
30,622,967
+3,982,264
9
$6.92B 1.09%
12,851,773
+614,281
10
$5.75B 0.91%
9,768,724
-2,114,979
11
$5.12B 0.81%
16,204,122
+202,636
12
$5.09B 0.8%
26,719,610
+1,499,610
13
$4.87B 0.77%
20,320,229
+1,411,972
14
$4.81B 0.76%
11,919,686
-1,130,406
15
$3.86B 0.61%
9,619,974
-120,031
16
$3.83B 0.6%
4,963,690
+313,240
17
$3.68B 0.58%
16,639,748
-6,174,732
18
$3.53B 0.56%
6,975,215
+1,649,085
19
$3.3B 0.52%
6,461,510
+619,933
20
$3.25B 0.51%
6,171,743
+890,974
21
$3.2B 0.5%
7,060,252
-755,588
22
$3B 0.47%
39,666,808
+7,240,006
23
$2.92B 0.46%
3,186,490
-301,336
24
$2.83B 0.45%
16,886,110
+887,893
25
$2.83B 0.45%
15,266,263
+39,812