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
3676
$112K ﹤0.01%
+5,760
3677
$112K ﹤0.01%
+14,717
3678
$111K ﹤0.01%
+987
3679
$111K ﹤0.01%
+1,523
3680
$110K ﹤0.01%
+21,280
3681
$110K ﹤0.01%
+2,400
3682
$110K ﹤0.01%
+7,247
3683
$110K ﹤0.01%
+5,188
3684
$110K ﹤0.01%
+11,833
3685
$110K ﹤0.01%
+7,915
3686
$110K ﹤0.01%
+2,000
3687
$109K ﹤0.01%
+4,425
3688
$109K ﹤0.01%
+2,100
3689
$109K ﹤0.01%
+7,703
3690
$109K ﹤0.01%
+775
3691
$109K ﹤0.01%
+8,579
3692
$108K ﹤0.01%
+5,026
3693
$108K ﹤0.01%
+1,523
3694
$108K ﹤0.01%
+12,317
3695
$108K ﹤0.01%
+2,135
3696
$107K ﹤0.01%
+4,819
3697
$107K ﹤0.01%
+2,270
3698
$107K ﹤0.01%
+3,997
3699
$107K ﹤0.01%
+15,396
3700
0