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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
$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
3626
$126K ﹤0.01%
+9,279
3627
$125K ﹤0.01%
+13,047
3628
$124K ﹤0.01%
+4,600
3629
$124K ﹤0.01%
+375,815
3630
$123K ﹤0.01%
+19,635
3631
$123K ﹤0.01%
+13,530
3632
$122K ﹤0.01%
+7,177
3633
$122K ﹤0.01%
+3,563
3634
$122K ﹤0.01%
+4,097
3635
$122K ﹤0.01%
+11,224
3636
$122K ﹤0.01%
+6,487
3637
$122K ﹤0.01%
+43,450
3638
$122K ﹤0.01%
+7,683
3639
$121K ﹤0.01%
+16,457
3640
$121K ﹤0.01%
+2,635
3641
$119K ﹤0.01%
+29,354
3642
$119K ﹤0.01%
+7,132
3643
$119K ﹤0.01%
+3,500
3644
$118K ﹤0.01%
+5,231
3645
$118K ﹤0.01%
+4,224
3646
$118K ﹤0.01%
+1,816
3647
$118K ﹤0.01%
+8,273
3648
$118K ﹤0.01%
+31,881
3649
$118K ﹤0.01%
+7,000
3650
$117K ﹤0.01%
+6,000