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
2676
$978K ﹤0.01%
+166,344
2677
$977K ﹤0.01%
+45,439
2678
$977K ﹤0.01%
+75,096
2679
$975K ﹤0.01%
+66,035
2680
$973K ﹤0.01%
+124,697
2681
$970K ﹤0.01%
+60,304
2682
$969K ﹤0.01%
+11,278
2683
$969K ﹤0.01%
+49,413
2684
$959K ﹤0.01%
+571,057
2685
$958K ﹤0.01%
+171,103
2686
$957K ﹤0.01%
+26,631
2687
$954K ﹤0.01%
+88,160
2688
$953K ﹤0.01%
+45,575
2689
$951K ﹤0.01%
+62,661
2690
$951K ﹤0.01%
+36,617
2691
$948K ﹤0.01%
+39,471
2692
$948K ﹤0.01%
+95,437
2693
$947K ﹤0.01%
+33,100
2694
$947K ﹤0.01%
+19,770
2695
$946K ﹤0.01%
+110,180
2696
$945K ﹤0.01%
+16,870
2697
$945K ﹤0.01%
+15,357
2698
$945K ﹤0.01%
+41,838
2699
$944K ﹤0.01%
+12,590
2700
$942K ﹤0.01%
+95,696