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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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$2.94B
2 +$531M
3 +$375M
4
VNO icon
Vornado Realty Trust
VNO
+$345M
5
DVN icon
Devon Energy
DVN
+$326M

Top Sells

1 +$2.68B
2 +$353M
3 +$348M
4
BBD icon
Banco Bradesco
BBD
+$284M
5
ESS icon
Essex Property Trust
ESS
+$283M

Sector Composition

1 Technology 15.27%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.44%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-383,000
3627
-16,722
3628
-34,180
3629
-67,525
3630
-102,350
3631
-49,234
3632
-54,485
3633
-106,596
3634
-86,882
3635
-11,145
3636
-7,055
3637
-9,862
3638
-729,305
3639
-17,163,286
3640
-76,208
3641
-39,748
3642
-156,726
3643
-90,663
3644
-15,019
3645
-30,197
3646
-57,097
3647
-8,095
3648
-35,915
3649
-252,887
3650
-17,097