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
3051
$515K ﹤0.01%
+29,268
3052
$513K ﹤0.01%
+22,569
3053
$511K ﹤0.01%
+31,701
3054
$510K ﹤0.01%
+37,814
3055
$509K ﹤0.01%
+20,780
3056
$508K ﹤0.01%
+15,297
3057
$506K ﹤0.01%
+17,464
3058
$505K ﹤0.01%
+34,046
3059
$504K ﹤0.01%
+92,460
3060
$503K ﹤0.01%
+14,210
3061
$503K ﹤0.01%
+49,867
3062
$502K ﹤0.01%
+24,806
3063
$498K ﹤0.01%
+294,548
3064
$498K ﹤0.01%
+88,279
3065
$497K ﹤0.01%
+105,098
3066
$495K ﹤0.01%
+655
3067
$495K ﹤0.01%
+75,990
3068
$495K ﹤0.01%
+67,206
3069
$495K ﹤0.01%
+8,473
3070
$494K ﹤0.01%
+24,348
3071
$491K ﹤0.01%
+19,118
3072
$490K ﹤0.01%
+20,287
3073
$490K ﹤0.01%
+72,856
3074
$490K ﹤0.01%
+24,915
3075
$488K ﹤0.01%
+43,107