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
2851
$756K ﹤0.01%
+71,665
2852
$756K ﹤0.01%
+377,861
2853
$756K ﹤0.01%
+32,920
2854
$755K ﹤0.01%
+13,800
2855
$752K ﹤0.01%
+56,890
2856
$752K ﹤0.01%
+67,169
2857
0
2858
$751K ﹤0.01%
+72,577
2859
$750K ﹤0.01%
+61,602
2860
$750K ﹤0.01%
+17,890
2861
$747K ﹤0.01%
+42,936
2862
$746K ﹤0.01%
+33,878
2863
$746K ﹤0.01%
+57,331
2864
$746K ﹤0.01%
+20,626
2865
$746K ﹤0.01%
+18,365
2866
$746K ﹤0.01%
+48,313
2867
$745K ﹤0.01%
+58,732
2868
$744K ﹤0.01%
+25,888
2869
$743K ﹤0.01%
+92,177
2870
$743K ﹤0.01%
+12,101
2871
$740K ﹤0.01%
+46,688
2872
$737K ﹤0.01%
+2,773
2873
$737K ﹤0.01%
+16,654
2874
$737K ﹤0.01%
+23,242
2875
$733K ﹤0.01%
+37,839