Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.61%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,296
New
Increased
Reduced
Closed

Top Buys

1 +$5.32B
2 +$4.95B
3 +$3.4B
4
ORCL icon
Oracle
ORCL
+$2.27B
5
C icon
Citigroup
C
+$2.22B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.59%
2 Financials 11.96%
3 Healthcare 11.75%
4 Real Estate 8.89%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.13M ﹤0.01%
+10,013
2577
$1.13M ﹤0.01%
+13,470
2578
$1.12M ﹤0.01%
+71,496
2579
$1.12M ﹤0.01%
+114,851
2580
$1.12M ﹤0.01%
+8,003
2581
$1.12M ﹤0.01%
+29,590
2582
$1.12M ﹤0.01%
+145,533
2583
$1.12M ﹤0.01%
+81,823
2584
$1.11M ﹤0.01%
+19,908
2585
$1.11M ﹤0.01%
+54,887
2586
$1.11M ﹤0.01%
+85,680
2587
$1.11M ﹤0.01%
+55,560
2588
$1.11M ﹤0.01%
+84,030
2589
$1.11M ﹤0.01%
+20,087
2590
$1.11M ﹤0.01%
+89,166
2591
$1.11M ﹤0.01%
+54,348
2592
$1.11M ﹤0.01%
+17,484
2593
$1.1M ﹤0.01%
+24,544
2594
$1.1M ﹤0.01%
+20,605
2595
$1.1M ﹤0.01%
+3,364
2596
$1.1M ﹤0.01%
+31,941
2597
$1.1M ﹤0.01%
+62,263
2598
$1.1M ﹤0.01%
+51,497
2599
$1.1M ﹤0.01%
+61,204
2600
$1.1M ﹤0.01%
+79,449