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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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$491M
2 +$313M
3 +$251M
4
BABA icon
Alibaba
BABA
+$246M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$208M

Top Sells

1 +$438M
2 +$431M
3 +$377M
4
C icon
Citigroup
C
+$328M
5
MSFT icon
Microsoft
MSFT
+$294M

Sector Composition

1 Technology 18.18%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
-1,325
3577
-13,318
3578
-97,446
3579
-12,605
3580
-10,155
3581
-487,270
3582
-294,877
3583
-636,526
3584
-145,615
3585
-14,399
3586
-32,024
3587
-171,629
3588
-459,930
3589
-9,441,749
3590
-383,701
3591
-795,733
3592
-472,935
3593
-786,029
3594
-119,189
3595
-680,168
3596
-1,451,474
3597
-19,929
3598
-1,333,252
3599
-178,236
3600
-4,458,100