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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.82B
2 +$1.71B
3 +$1.64B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
AMZN icon
Amazon
AMZN
+$1.43B

Top Sells

1 +$558M
2 +$162M
3 +$146M
4
EXR icon
Extra Space Storage
EXR
+$142M
5
FHN icon
First Horizon
FHN
+$141M

Sector Composition

1 Technology 18.9%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$52K ﹤0.01%
6,490
3552
$51K ﹤0.01%
3,156
-109
3553
$44K ﹤0.01%
300,000
-10,340
3554
$42K ﹤0.01%
10,400
-11,740
3555
$38K ﹤0.01%
545,400
3556
$5K ﹤0.01%
937
-32
3557
-6,729
3558
-152,799
3559
-53,520
3560
-2,330,001
3561
-6,400
3562
-944,237
3563
-13,190
3564
-8,328
3565
-49,047
3566
-42,133
3567
-11,544
3568
-256,169
3569
-38
3570
-20,914
3571
0
3572
0
3573
0
3574
0
3575
-105,277