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
2651
$1.01M ﹤0.01%
+30,574
2652
$1.01M ﹤0.01%
+89,782
2653
$1.01M ﹤0.01%
+151,891
2654
$1.01M ﹤0.01%
+96,181
2655
$1M ﹤0.01%
+108
2656
$1M ﹤0.01%
+15,568
2657
$999K ﹤0.01%
+186,813
2658
$997K ﹤0.01%
+124,779
2659
$995K ﹤0.01%
+51,510
2660
$994K ﹤0.01%
+40,518
2661
$992K ﹤0.01%
+47,175
2662
$990K ﹤0.01%
+38,794
2663
$986K ﹤0.01%
+60,618
2664
$986K ﹤0.01%
+20,637
2665
$985K ﹤0.01%
+94,314
2666
$985K ﹤0.01%
+13,614
2667
$984K ﹤0.01%
+35,648
2668
$983K ﹤0.01%
+20,131
2669
$983K ﹤0.01%
+14,583
2670
$982K ﹤0.01%
+55,502
2671
$982K ﹤0.01%
+25,463
2672
$982K ﹤0.01%
+47,256
2673
$981K ﹤0.01%
+131,802
2674
$979K ﹤0.01%
+54,246
2675
$978K ﹤0.01%
+12,347