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
3576
$145K ﹤0.01%
+88,921
3577
$144K ﹤0.01%
+3,134
3578
$144K ﹤0.01%
+15,892
3579
$144K ﹤0.01%
+9,266
3580
$144K ﹤0.01%
+1,843
3581
$144K ﹤0.01%
+6,010
3582
$144K ﹤0.01%
+29,103
3583
$144K ﹤0.01%
+9,517
3584
$141K ﹤0.01%
+27,219
3585
$141K ﹤0.01%
+4,720
3586
$141K ﹤0.01%
+48,495
3587
$140K ﹤0.01%
+6,502
3588
$140K ﹤0.01%
+5,520
3589
$139K ﹤0.01%
+22,579
3590
$139K ﹤0.01%
+15,967
3591
$139K ﹤0.01%
+117,871
3592
$139K ﹤0.01%
+16,283
3593
$138K ﹤0.01%
+9,434
3594
$138K ﹤0.01%
+37,265
3595
$138K ﹤0.01%
+94,992
3596
$137K ﹤0.01%
+5,104
3597
$137K ﹤0.01%
+5,447
3598
$136K ﹤0.01%
+14,126
3599
$136K ﹤0.01%
+5,416
3600
$135K ﹤0.01%
+9,642