Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

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
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.28%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.91%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.29M ﹤0.01%
24,805
+4,200
2652
$1.29M ﹤0.01%
54,465
+6,241
2653
$1.28M ﹤0.01%
46,600
-23,394
2654
$1.28M ﹤0.01%
170,851
+16,912
2655
$1.28M ﹤0.01%
62,744
+57,844
2656
0
2657
$1.27M ﹤0.01%
33,260
+3,670
2658
$1.27M ﹤0.01%
8,823
-21,613
2659
$1.27M ﹤0.01%
149,739
+53,558
2660
$1.27M ﹤0.01%
32,797
+6,277
2661
$1.27M ﹤0.01%
51,819
+6,532
2662
$1.27M ﹤0.01%
49,140
-3,900
2663
$1.26M ﹤0.01%
47,519
+14,419
2664
$1.26M ﹤0.01%
640,476
+69,419
2665
$1.26M ﹤0.01%
78,179
-18,168
2666
$1.26M ﹤0.01%
26,343
+3,362
2667
$1.26M ﹤0.01%
88,831
+72,887
2668
$1.26M ﹤0.01%
119,542
+43,563
2669
$1.25M ﹤0.01%
91,373
+73,056
2670
$1.25M ﹤0.01%
42,044
-7,190
2671
$1.25M ﹤0.01%
12,652
-1,931
2672
$1.25M ﹤0.01%
20,436
+8,221
2673
$1.25M ﹤0.01%
52,556
+9,701
2674
$1.25M ﹤0.01%
90,979
-2,061
2675
$1.25M ﹤0.01%
16,375
-769,601