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
$298B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,782
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$357M
3 +$231M
4
AMZN icon
Amazon
AMZN
+$186M
5
FMX icon
Fomento Económico Mexicano
FMX
+$183M

Top Sells

1 +$412M
2 +$246M
3 +$242M
4
TGT icon
Target
TGT
+$225M
5
VIAB
Viacom Inc. Class B
VIAB
+$185M

Sector Composition

1 Technology 13.19%
2 Financials 12.94%
3 Healthcare 9.31%
4 Real Estate 8.09%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-269,970
3602
-208,557
3603
-245,879
3604
-157,245
3605
-463,719
3606
-96,116
3607
-35,501
3608
-156,599
3609
-843,042
3610
-51,785
3611
-127,094
3612
-53,319
3613
-72,096
3614
-246,842
3615
-776,454
3616
-976,873
3617
-186,241
3618
-57,179
3619
-182,277
3620
-12,269
3621
-41,920
3622
-229,098
3623
-48,934
3624
-979,056