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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
$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 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
-62,439
3502
-19,783
3503
-12,543
3504
-30,634
3505
-33,117
3506
-20,883
3507
-53,900
3508
-102,200
3509
-25,370
3510
-5,390
3511
-218,700
3512
-2,405
3513
-709
3514
-17,448
3515
-133,702
3516
-125,199
3517
-109,480
3518
-15,596
3519
-9,792
3520
-37,354
3521
-1
3522
-139,394
3523
-2,833
3524
-13,039
3525
-16,116