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
3301
$297K ﹤0.01%
+128,187
3302
$297K ﹤0.01%
+35,928
3303
$296K ﹤0.01%
+4,630
3304
$296K ﹤0.01%
+14,422
3305
$296K ﹤0.01%
+4,942
3306
$295K ﹤0.01%
+28,970
3307
$295K ﹤0.01%
+5,847
3308
$294K ﹤0.01%
+6,380
3309
$294K ﹤0.01%
+13,277
3310
$294K ﹤0.01%
+57,472
3311
$293K ﹤0.01%
+12,562
3312
$293K ﹤0.01%
+13,725
3313
0
3314
$291K ﹤0.01%
+2,832
3315
$291K ﹤0.01%
+44,308
3316
$289K ﹤0.01%
+338
3317
$289K ﹤0.01%
+2,805
3318
$289K ﹤0.01%
+71,750
3319
$287K ﹤0.01%
+12,241
3320
$287K ﹤0.01%
+14,002
3321
$285K ﹤0.01%
+30,169
3322
$285K ﹤0.01%
+94,088
3323
$284K ﹤0.01%
+40,290
3324
$283K ﹤0.01%
+18,241
3325
$283K ﹤0.01%
+8,562