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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$491M
2 +$313M
3 +$251M
4
BABA icon
Alibaba
BABA
+$246M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$208M

Top Sells

1 +$438M
2 +$431M
3 +$377M
4
C icon
Citigroup
C
+$328M
5
MSFT icon
Microsoft
MSFT
+$294M

Sector Composition

1 Technology 18.18%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$151K ﹤0.01%
28,412
+1,648
3402
$150K ﹤0.01%
17,999
-636
3403
$150K ﹤0.01%
29,501
+4,606
3404
$148K ﹤0.01%
393
-23,490
3405
$147K ﹤0.01%
18,953
+1,596
3406
$147K ﹤0.01%
51,204
-5,254
3407
$146K ﹤0.01%
26,540
-2,560
3408
$146K ﹤0.01%
13,504
-7,201
3409
$146K ﹤0.01%
+20,841
3410
$145K ﹤0.01%
223,874
-29,152
3411
$145K ﹤0.01%
201,995
-30,979
3412
$145K ﹤0.01%
13,087
3413
$145K ﹤0.01%
17,297
+1,569
3414
$144K ﹤0.01%
10,631
-240
3415
$142K ﹤0.01%
+2,240
3416
$141K ﹤0.01%
41,917
-5,040
3417
$141K ﹤0.01%
1,572
-6,462
3418
$140K ﹤0.01%
157,238
-325,732
3419
$137K ﹤0.01%
+12,657
3420
$132K ﹤0.01%
24,552
-15,550
3421
$131K ﹤0.01%
+12,688
3422
$130K ﹤0.01%
23,460
+4,900
3423
$130K ﹤0.01%
88,144
-11,969
3424
$128K ﹤0.01%
12,830
-2,172
3425
$128K ﹤0.01%
18,597
-1,800