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
3151
$412K ﹤0.01%
+55,947
3152
$412K ﹤0.01%
+14,426
3153
$411K ﹤0.01%
+61,283
3154
$411K ﹤0.01%
+124,100
3155
$409K ﹤0.01%
+14,118
3156
$408K ﹤0.01%
+14,124
3157
$407K ﹤0.01%
+3,433
3158
$407K ﹤0.01%
+20,788
3159
$406K ﹤0.01%
+137,624
3160
$406K ﹤0.01%
+163,770
3161
$405K ﹤0.01%
+35,116
3162
$402K ﹤0.01%
+22,047
3163
$401K ﹤0.01%
+2,700
3164
$400K ﹤0.01%
+49,884
3165
$399K ﹤0.01%
+17,216
3166
$398K ﹤0.01%
+28,595
3167
$398K ﹤0.01%
+23,539
3168
$396K ﹤0.01%
+50,078
3169
$396K ﹤0.01%
+83,564
3170
$396K ﹤0.01%
+9,510
3171
$394K ﹤0.01%
+24,196
3172
$392K ﹤0.01%
+20,156
3173
0
3174
$391K ﹤0.01%
+16,322
3175
$390K ﹤0.01%
+3,519