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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$553M
2 +$475M
3 +$460M
4
JD icon
JD.com
JD
+$453M
5
PXD
Pioneer Natural Resource Co.
PXD
+$442M

Top Sells

1 +$573M
2 +$495M
3 +$414M
4
PE
PARSLEY ENERGY INC
PE
+$394M
5
CRM icon
Salesforce
CRM
+$384M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$403K ﹤0.01%
+5,698
3327
$403K ﹤0.01%
27,914
-2,112
3328
$402K ﹤0.01%
36,047
-65,295
3329
$402K ﹤0.01%
1,442
-10
3330
$402K ﹤0.01%
32,559
+14,674
3331
$402K ﹤0.01%
42,418
-57,855
3332
$399K ﹤0.01%
+19,992
3333
$399K ﹤0.01%
5,530
-4
3334
$399K ﹤0.01%
+17,117
3335
$398K ﹤0.01%
53,722
+35,511
3336
$395K ﹤0.01%
6,029
-844
3337
$395K ﹤0.01%
48,782
+5,254
3338
$394K ﹤0.01%
+14,685
3339
$393K ﹤0.01%
4,034
-544
3340
$392K ﹤0.01%
+13,342
3341
$390K ﹤0.01%
8,749
-24,414
3342
$388K ﹤0.01%
37,630
-62,902
3343
$387K ﹤0.01%
+120,958
3344
$385K ﹤0.01%
75,551
+18,105
3345
$383K ﹤0.01%
70,305
-9,960
3346
$378K ﹤0.01%
+19,333
3347
$377K ﹤0.01%
47,881
-117,955
3348
$377K ﹤0.01%
7,060
+632
3349
$376K ﹤0.01%
+38,063
3350
$376K ﹤0.01%
+11,139