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
2976
$601K ﹤0.01%
+97,115
2977
$600K ﹤0.01%
+12,981
2978
$600K ﹤0.01%
+42,648
2979
$600K ﹤0.01%
+34,283
2980
$599K ﹤0.01%
+47,081
2981
$597K ﹤0.01%
+34,605
2982
$597K ﹤0.01%
+29,746
2983
$596K ﹤0.01%
+72,190
2984
$596K ﹤0.01%
+365,779
2985
$594K ﹤0.01%
+105,671
2986
$593K ﹤0.01%
+11,942
2987
$591K ﹤0.01%
+23,779
2988
$590K ﹤0.01%
+38,334
2989
$590K ﹤0.01%
+46,059
2990
$588K ﹤0.01%
+202,617
2991
$587K ﹤0.01%
+35,664
2992
$584K ﹤0.01%
+69,886
2993
$583K ﹤0.01%
+3,071
2994
$582K ﹤0.01%
+112,803
2995
$582K ﹤0.01%
+80,824
2996
$581K ﹤0.01%
+6,197
2997
$580K ﹤0.01%
+16,986
2998
$580K ﹤0.01%
+7,719
2999
$579K ﹤0.01%
+208,167
3000
$578K ﹤0.01%
+23,755