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
3251
$331K ﹤0.01%
+142,146
3252
$329K ﹤0.01%
+13,989
3253
$329K ﹤0.01%
+1,402
3254
$329K ﹤0.01%
+472
3255
$328K ﹤0.01%
+65,918
3256
$328K ﹤0.01%
+14,069
3257
$327K ﹤0.01%
+160,132
3258
$324K ﹤0.01%
+57,235
3259
$323K ﹤0.01%
+22,254
3260
$323K ﹤0.01%
+7,064
3261
$323K ﹤0.01%
+31,270
3262
$322K ﹤0.01%
+15,730
3263
$320K ﹤0.01%
+9,927
3264
$320K ﹤0.01%
+22,712
3265
$319K ﹤0.01%
+26,801
3266
$318K ﹤0.01%
+11,525
3267
$317K ﹤0.01%
+16,625
3268
$317K ﹤0.01%
+15,839
3269
$314K ﹤0.01%
+6,520
3270
$314K ﹤0.01%
+35,284
3271
$313K ﹤0.01%
+4,237
3272
$313K ﹤0.01%
+7,185
3273
$312K ﹤0.01%
+48,310
3274
$311K ﹤0.01%
+13,316
3275
$311K ﹤0.01%
+27,810