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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
3401
$241K ﹤0.01%
+37,885
3402
$240K ﹤0.01%
+61
3403
$240K ﹤0.01%
+14,544
3404
$240K ﹤0.01%
+15,743
3405
$239K ﹤0.01%
+5,854
3406
$239K ﹤0.01%
+15,944
3407
$239K ﹤0.01%
+21,612
3408
$238K ﹤0.01%
+9,634
3409
$238K ﹤0.01%
+13,000
3410
$238K ﹤0.01%
+7,647
3411
$237K ﹤0.01%
+31,778
3412
$237K ﹤0.01%
+61,770
3413
$235K ﹤0.01%
+1,393
3414
$234K ﹤0.01%
+14,416
3415
$234K ﹤0.01%
+36,909
3416
$232K ﹤0.01%
+12,587
3417
$232K ﹤0.01%
+16,641
3418
$231K ﹤0.01%
+8,252
3419
$230K ﹤0.01%
+12,793
3420
$228K ﹤0.01%
+13,505
3421
$228K ﹤0.01%
+1,294
3422
$227K ﹤0.01%
+6,200
3423
$227K ﹤0.01%
+25,069
3424
$227K ﹤0.01%
+2,528
3425
$226K ﹤0.01%
+11,292