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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$365M
2 +$271M
3 +$227M
4
UPS icon
United Parcel Service
UPS
+$133M
5
WYNN icon
Wynn Resorts
WYNN
+$115M

Top Sells

1 +$648M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$243M
5
MRK icon
Merck
MRK
+$231M

Sector Composition

1 Technology 12.89%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$21K ﹤0.01%
656
-111
3552
-26,000
3553
-40,300
3554
-22,638
3555
-14,145
3556
-52,767
3557
-62,632
3558
-12,543
3559
-43,350
3560
-12,064
3561
-236,243
3562
-10,099
3563
-41,104
3564
-9,257
3565
-53,249
3566
-38
3567
-30,991
3568
-1,785
3569
-54,376
3570
-70,500
3571
-23,295
3572
-66,745
3573
-16,014
3574
-13,602
3575
-2,453