We are live on ! Find out more
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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.82B
2 +$1.71B
3 +$1.64B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
AMZN icon
Amazon
AMZN
+$1.43B

Top Sells

1 +$558M
2 +$162M
3 +$146M
4
EXR icon
Extra Space Storage
EXR
+$142M
5
FHN icon
First Horizon
FHN
+$141M

Sector Composition

1 Technology 18.9%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-36,271
3652
-72,358
3653
-779,064
3654
-470,582
3655
-78,890
3656
-286,118
3657
-70,674
3658
-54,729
3659
-747
3660
-3,201
3661
-1,141,290
3662
-11,067
3663
-169,015
3664
-1,033
3665
-116,492
3666
-1,564
3667
-35,392
3668
-7,491
3669
-146,516
3670
-9,178
3671
-465,816
3672
-9,025
3673
-285,506
3674
-185,642
3675
-53,279