We are live on ! Find out more
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
$322B
AUM Growth
-$60.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Buys

1 +$277M
2 +$218M
3 +$206M
4
OCFT
OneConnect Financial Technology
OCFT
+$165M
5
ZTO icon
ZTO Express
ZTO
+$144M

Top Sells

1 +$9.4B
2 +$9.28B
3 +$7.18B
4
META icon
Meta Platforms (Facebook)
META
+$3.85B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.68B

Sector Composition

1 Financials 15.6%
2 Technology 13.94%
3 Consumer Discretionary 12.05%
4 Healthcare 11.68%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
-40,072
3527
-33,399
3528
-1,822
3529
-11,257
3530
-59,222
3531
0
3532
-15,905
3533
-234,088
3534
-24,885
3535
-605,000
3536
-249
3537
-239,401
3538
-3
3539
-813,799
3540
-61,192
3541
-24,234
3542
-24,673
3543
-27,490
3544
-29,409
3545
-12,702
3546
-63,653
3547
-510,207
3548
-21,196
3549
-109,173
3550
-5,379