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Invesco

Invesco Portfolio holdings

AUM $653B
1-Year Est. Return 32.84%
 

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
+32.84%
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
3376
$256K ﹤0.01%
+17,296
3377
$255K ﹤0.01%
+41,760
3378
$255K ﹤0.01%
+14,051
3379
$255K ﹤0.01%
+30,196
3380
$254K ﹤0.01%
+6,145
3381
$254K ﹤0.01%
+7,540
3382
$254K ﹤0.01%
+21,716
3383
$252K ﹤0.01%
+35,611
3384
$251K ﹤0.01%
+5,188
3385
$248K ﹤0.01%
+10,000
3386
$248K ﹤0.01%
+16,022
3387
$248K ﹤0.01%
+22,670
3388
$247K ﹤0.01%
+47,510
3389
$247K ﹤0.01%
+3,067
3390
$247K ﹤0.01%
+32,049
3391
$246K ﹤0.01%
+53,523
3392
$246K ﹤0.01%
+28,902
3393
$245K ﹤0.01%
+23,502
3394
$243K ﹤0.01%
+91,051
3395
$242K ﹤0.01%
+17,434
3396
$242K ﹤0.01%
+3,635
3397
$242K ﹤0.01%
+29,858
3398
$242K ﹤0.01%
+39,599
3399
$242K ﹤0.01%
+13,455
3400
$241K ﹤0.01%
+8,952