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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$707M
2 +$452M
3 +$351M
4
LLY icon
Eli Lilly
LLY
+$285M
5
AAPL icon
Apple
AAPL
+$283M

Top Sells

1 +$932M
2 +$513M
3 +$449M
4
MSFT icon
Microsoft
MSFT
+$306M
5
CPRI icon
Capri Holdings
CPRI
+$274M

Sector Composition

1 Technology 19.95%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$56K ﹤0.01%
+14,961
3602
$56K ﹤0.01%
+10,533
3603
$56K ﹤0.01%
+1,912
3604
$56K ﹤0.01%
+1,052
3605
$56K ﹤0.01%
42,800
-1,849
3606
$55K ﹤0.01%
+742
3607
$55K ﹤0.01%
+1,378
3608
$53K ﹤0.01%
+9
3609
$53K ﹤0.01%
+412
3610
$53K ﹤0.01%
+101
3611
$52K ﹤0.01%
+23,434
3612
$51K ﹤0.01%
+22,348
3613
$51K ﹤0.01%
+10,481
3614
0
3615
$50K ﹤0.01%
+8
3616
$49K ﹤0.01%
+289
3617
$46K ﹤0.01%
+835
3618
$46K ﹤0.01%
+22,126
3619
$45K ﹤0.01%
+13,461
3620
$43K ﹤0.01%
+152
3621
$43K ﹤0.01%
+910
3622
$42K ﹤0.01%
+10,152
3623
$39K ﹤0.01%
+340
3624
$35K ﹤0.01%
+27,408
3625
$35K ﹤0.01%
+1,180