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
$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
3651
$117K ﹤0.01%
+39,643
3652
$116K ﹤0.01%
+3,314
3653
$116K ﹤0.01%
+19,144
3654
$116K ﹤0.01%
+12,125
3655
$116K ﹤0.01%
+5,150
3656
$116K ﹤0.01%
+4,600
3657
$116K ﹤0.01%
+19,653
3658
$115K ﹤0.01%
+7,821
3659
$115K ﹤0.01%
+5,305
3660
$115K ﹤0.01%
+2,382
3661
$115K ﹤0.01%
+2,100
3662
$115K ﹤0.01%
+6,845
3663
$115K ﹤0.01%
+7,294
3664
$115K ﹤0.01%
+17,131
3665
$115K ﹤0.01%
+8,101
3666
$114K ﹤0.01%
+2,017
3667
$114K ﹤0.01%
+8,503
3668
$114K ﹤0.01%
+3,971
3669
$114K ﹤0.01%
+18,546
3670
$113K ﹤0.01%
+6,034
3671
$113K ﹤0.01%
+15,498
3672
$113K ﹤0.01%
+10,715
3673
$113K ﹤0.01%
+16,760
3674
$113K ﹤0.01%
+5,274
3675
$113K ﹤0.01%
+21,272