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
2751
$878K ﹤0.01%
+71,287
2752
$876K ﹤0.01%
+15,761
2753
$874K ﹤0.01%
+64,491
2754
$874K ﹤0.01%
+44,835
2755
$873K ﹤0.01%
+33,206
2756
$872K ﹤0.01%
+142,795
2757
$871K ﹤0.01%
+69,548
2758
$870K ﹤0.01%
+54,360
2759
$870K ﹤0.01%
+24,163
2760
$868K ﹤0.01%
+60,293
2761
$867K ﹤0.01%
+25,272
2762
$867K ﹤0.01%
+41,279
2763
$864K ﹤0.01%
+216,979
2764
$864K ﹤0.01%
+94,724
2765
$864K ﹤0.01%
+212,787
2766
$863K ﹤0.01%
+100,030
2767
$862K ﹤0.01%
+60,867
2768
$861K ﹤0.01%
+41,555
2769
$860K ﹤0.01%
+35,616
2770
$859K ﹤0.01%
+17,859
2771
$857K ﹤0.01%
+30,642
2772
$856K ﹤0.01%
+40,380
2773
$856K ﹤0.01%
+33,557
2774
$853K ﹤0.01%
+59,747
2775
$848K ﹤0.01%
+82,603