Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.63%
 

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
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,938
New
Increased
Reduced
Closed

Top Buys

1 +$1.45B
2 +$814M
3 +$700M
4
AVGO icon
Broadcom
AVGO
+$647M
5
SHOP icon
Shopify
SHOP
+$593M

Top Sells

1 +$701M
2 +$685M
3 +$484M
4
META icon
Meta Platforms (Facebook)
META
+$407M
5
HUBS icon
HubSpot
HUBS
+$394M

Sector Composition

1 Technology 26.47%
2 Financials 12.85%
3 Industrials 11.85%
4 Consumer Discretionary 10.17%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$70.8K ﹤0.01%
13,687
-189
3627
$70.5K ﹤0.01%
4,650
-2,657
3628
$68.8K ﹤0.01%
10,619
-618
3629
$67.9K ﹤0.01%
+41,903
3630
$67.6K ﹤0.01%
29,636
-3,102
3631
$67.4K ﹤0.01%
+41,119
3632
$66.9K ﹤0.01%
11,595
-524
3633
$66.8K ﹤0.01%
+45,141
3634
$66.6K ﹤0.01%
12,263
-113
3635
$65.8K ﹤0.01%
+10,842
3636
$65.3K ﹤0.01%
39,320
-35,708
3637
$65.2K ﹤0.01%
20,885
-17,219
3638
$63.5K ﹤0.01%
+28,725
3639
$63.4K ﹤0.01%
+27,231
3640
$62.5K ﹤0.01%
16,236
-34,294
3641
$62.4K ﹤0.01%
84,289
-48,189
3642
$62.3K ﹤0.01%
29,793
-352
3643
$60.2K ﹤0.01%
+19,547
3644
$59.9K ﹤0.01%
+30,712
3645
$58.2K ﹤0.01%
11,011
+39
3646
$57K ﹤0.01%
11,257
+844
3647
$56.7K ﹤0.01%
9,951
-5,690
3648
$56.7K ﹤0.01%
+30,796
3649
$56.2K ﹤0.01%
18,803
+1,009
3650
$55.1K ﹤0.01%
25,971
-54