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
2901
$702K ﹤0.01%
+2,997
2902
$702K ﹤0.01%
+96,687
2903
$700K ﹤0.01%
+2,383
2904
$700K ﹤0.01%
+115,165
2905
$699K ﹤0.01%
+14,118
2906
$696K ﹤0.01%
+30,524
2907
$693K ﹤0.01%
+35,625
2908
$688K ﹤0.01%
+3,584
2909
$688K ﹤0.01%
+29,716
2910
$688K ﹤0.01%
+26,715
2911
$688K ﹤0.01%
+646,210
2912
$686K ﹤0.01%
+62,862
2913
$685K ﹤0.01%
+26,357
2914
$684K ﹤0.01%
+30,566
2915
$680K ﹤0.01%
+73,486
2916
$679K ﹤0.01%
+95,407
2917
$677K ﹤0.01%
+61,074
2918
$674K ﹤0.01%
+45,604
2919
$672K ﹤0.01%
+27,932
2920
$671K ﹤0.01%
+10,021
2921
$669K ﹤0.01%
+114,868
2922
$669K ﹤0.01%
+49,566
2923
$669K ﹤0.01%
+46,188
2924
$668K ﹤0.01%
+23,761
2925
$666K ﹤0.01%
+80,781