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
3476
$188K ﹤0.01%
+15,167
3477
$187K ﹤0.01%
+24,113
3478
$186K ﹤0.01%
+13,029
3479
$185K ﹤0.01%
+12,507
3480
$185K ﹤0.01%
+8,190
3481
$185K ﹤0.01%
+11,546
3482
$183K ﹤0.01%
+31,945
3483
$183K ﹤0.01%
+10,981
3484
$183K ﹤0.01%
+30,516
3485
$183K ﹤0.01%
+24,212
3486
$182K ﹤0.01%
+443
3487
$182K ﹤0.01%
+7,505
3488
$181K ﹤0.01%
+15,713
3489
$181K ﹤0.01%
+49,584
3490
$180K ﹤0.01%
+4,712
3491
$180K ﹤0.01%
+7,839
3492
$179K ﹤0.01%
+7,675
3493
$179K ﹤0.01%
+8,102
3494
$178K ﹤0.01%
+18,874
3495
$177K ﹤0.01%
+10,261
3496
$176K ﹤0.01%
+11,004
3497
$175K ﹤0.01%
+13,206
3498
$175K ﹤0.01%
+2,900
3499
$175K ﹤0.01%
+69,818
3500
$173K ﹤0.01%
+16,073