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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
3501
$173K ﹤0.01%
+16,073
3502
$172K ﹤0.01%
+51
3503
$172K ﹤0.01%
+21,452
3504
$172K ﹤0.01%
+21,449
3505
$171K ﹤0.01%
+142,284
3506
$171K ﹤0.01%
+26,868
3507
$170K ﹤0.01%
+18,592
3508
$170K ﹤0.01%
+7,320
3509
$169K ﹤0.01%
+445,800
3510
$168K ﹤0.01%
+8,996
3511
$168K ﹤0.01%
+14,077
3512
$168K ﹤0.01%
+6,562
3513
$168K ﹤0.01%
+1,839
3514
$168K ﹤0.01%
+15,813
3515
$166K ﹤0.01%
+4,761
3516
$166K ﹤0.01%
+64,980
3517
$165K ﹤0.01%
+878
3518
$165K ﹤0.01%
+2,557
3519
$163K ﹤0.01%
+1,549
3520
$163K ﹤0.01%
+10,856
3521
$163K ﹤0.01%
+9,607
3522
$163K ﹤0.01%
+3,969
3523
$162K ﹤0.01%
+51,986
3524
$162K ﹤0.01%
+11,575
3525
$162K ﹤0.01%
+10,560