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
2726
$903K ﹤0.01%
+126
2727
$901K ﹤0.01%
+30,628
2728
$900K ﹤0.01%
+5,597
2729
$896K ﹤0.01%
+28,182
2730
$895K ﹤0.01%
+159,137
2731
$895K ﹤0.01%
+95,323
2732
$895K ﹤0.01%
+106,297
2733
$893K ﹤0.01%
+26,856
2734
$891K ﹤0.01%
+22,609
2735
$890K ﹤0.01%
+130,039
2736
$890K ﹤0.01%
+20,543
2737
$888K ﹤0.01%
+47,664
2738
$887K ﹤0.01%
+69,243
2739
$886K ﹤0.01%
+15,800
2740
$885K ﹤0.01%
+42,799
2741
$884K ﹤0.01%
+40,434
2742
$884K ﹤0.01%
+51,673
2743
$883K ﹤0.01%
+10,271
2744
$883K ﹤0.01%
+44,643
2745
$883K ﹤0.01%
+23,359
2746
$883K ﹤0.01%
+109,967
2747
$881K ﹤0.01%
+27,833
2748
$879K ﹤0.01%
+65,190
2749
$879K ﹤0.01%
+35,151
2750
$878K ﹤0.01%
+63,552