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
2876
$731K ﹤0.01%
+19,392
2877
$731K ﹤0.01%
+36,296
2878
$730K ﹤0.01%
+40,741
2879
$730K ﹤0.01%
+22,901
2880
$728K ﹤0.01%
+170,367
2881
$726K ﹤0.01%
+5,405
2882
$723K ﹤0.01%
+53,845
2883
$722K ﹤0.01%
+6,416
2884
$721K ﹤0.01%
+128,233
2885
$720K ﹤0.01%
+25,208
2886
$718K ﹤0.01%
+19,123
2887
$717K ﹤0.01%
+168,340
2888
$717K ﹤0.01%
+4,370
2889
$714K ﹤0.01%
+25,983
2890
$714K ﹤0.01%
+116,158
2891
$713K ﹤0.01%
+17,682
2892
0
2893
$712K ﹤0.01%
+31,012
2894
$710K ﹤0.01%
+167,610
2895
$710K ﹤0.01%
+120,480
2896
$709K ﹤0.01%
+100,558
2897
$709K ﹤0.01%
+51,564
2898
$707K ﹤0.01%
+1,342
2899
$704K ﹤0.01%
+42,709
2900
$703K ﹤0.01%
+74,308