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
$271B
AUM Growth
-$50.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,768
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$270M
3 +$258M
4
BMY icon
Bristol-Myers Squibb
BMY
+$212M
5
MCK icon
McKesson
MCK
+$163M

Top Sells

1 +$1.63B
2 +$479M
3 +$469M
4
CCL icon
Carnival Corporation Ltd
CCL
+$318M
5
TWX
Time Warner Inc
TWX
+$287M

Sector Composition

1 Technology 16.27%
2 Financials 15.19%
3 Healthcare 11.76%
4 Communication Services 9.98%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
-827,736
3577
-10,806
3578
-669,232
3579
-66,305
3580
-2,888,465
3581
-68,936
3582
-90,314
3583
-58,141
3584
-13,807
3585
-25,099,606
3586
-116,699
3587
-94,338
3588
-65,704
3589
0
3590
-314,720
3591
-30,872
3592
-175,059
3593
-29,082
3594
-8,778
3595
-300,000
3596
-126,701
3597
-12,142,364
3598
-28,870
3599
-102,453
3600
-2,184,336