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
3601
$134K ﹤0.01%
+6,822
3602
$134K ﹤0.01%
+40,074
3603
$133K ﹤0.01%
+21,129
3604
$133K ﹤0.01%
+12,100
3605
$133K ﹤0.01%
+6,980
3606
$132K ﹤0.01%
+11,247
3607
$132K ﹤0.01%
+16,916
3608
$132K ﹤0.01%
+3,800
3609
$132K ﹤0.01%
+32,135
3610
$132K ﹤0.01%
+20,664
3611
$131K ﹤0.01%
+7,743
3612
$131K ﹤0.01%
+13,950
3613
$131K ﹤0.01%
+21,709
3614
$130K ﹤0.01%
+21,272
3615
$129K ﹤0.01%
+1,010
3616
$129K ﹤0.01%
+18,717
3617
$129K ﹤0.01%
+58,441
3618
$128K ﹤0.01%
+7,770
3619
$127K ﹤0.01%
+9,947
3620
$127K ﹤0.01%
+9,147
3621
$127K ﹤0.01%
+11,931
3622
$126K ﹤0.01%
+8,566
3623
$126K ﹤0.01%
+14,133
3624
$126K ﹤0.01%
+8,881
3625
$126K ﹤0.01%
+7,028