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
3501
$173K ﹤0.01%
+15,732
3502
$172K ﹤0.01%
+21,449
3503
$172K ﹤0.01%
+21,452
3504
$172K ﹤0.01%
+51
3505
$171K ﹤0.01%
+26,868
3506
$171K ﹤0.01%
+142,284
3507
$170K ﹤0.01%
+7,320
3508
$170K ﹤0.01%
+18,592
3509
$169K ﹤0.01%
+445,800
3510
$168K ﹤0.01%
+15,813
3511
$168K ﹤0.01%
+1,839
3512
$168K ﹤0.01%
+6,562
3513
$168K ﹤0.01%
+14,077
3514
$168K ﹤0.01%
+8,996
3515
$166K ﹤0.01%
+64,980
3516
$166K ﹤0.01%
+4,761
3517
$165K ﹤0.01%
+2,557
3518
$165K ﹤0.01%
+878
3519
$163K ﹤0.01%
+3,969
3520
$163K ﹤0.01%
+9,607
3521
$163K ﹤0.01%
+10,856
3522
$163K ﹤0.01%
+1,549
3523
$162K ﹤0.01%
+14,317
3524
$162K ﹤0.01%
+10,560
3525
$162K ﹤0.01%
+11,575