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
$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 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-3,664
3602
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3603
-32,051
3604
-1,937
3605
-9,001
3606
-125,433
3607
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3608
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3609
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3610
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3611
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3612
-20,883
3613
-53,900
3614
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3615
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3616
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3617
-218,700
3618
-82,636
3619
-3,101,324
3620
-2,409,981
3621
-51,140