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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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$358M
2 +$256M
3 +$250M
4
YELP icon
Yelp
YELP
+$242M
5
CCL icon
Carnival Corporation Ltd
CCL
+$195M

Top Sells

1 +$701M
2 +$643M
3 +$457M
4
HAL icon
Halliburton
HAL
+$314M
5
AMGN icon
Amgen
AMGN
+$312M

Sector Composition

1 Technology 16.61%
2 Healthcare 12.02%
3 Financials 11.59%
4 Communication Services 9.22%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$105K ﹤0.01%
10,613
+190
3677
$104K ﹤0.01%
2,481
-1,021
3678
$104K ﹤0.01%
7,856
-2,629
3679
$103K ﹤0.01%
6,899
-8,092
3680
$103K ﹤0.01%
11,543
+208
3681
$102K ﹤0.01%
+10,420
3682
$101K ﹤0.01%
4,572
+82
3683
$100K ﹤0.01%
+2,300
3684
$98K ﹤0.01%
+3,747
3685
$98K ﹤0.01%
26,756
+25,670
3686
$96K ﹤0.01%
4,070
-93,825
3687
$93K ﹤0.01%
+7,158
3688
$93K ﹤0.01%
6,420
+2,780
3689
$91K ﹤0.01%
+21,672
3690
$89K ﹤0.01%
43,793
+2
3691
$88K ﹤0.01%
21,218
+19,392
3692
$85K ﹤0.01%
+5,670
3693
$85K ﹤0.01%
+8,092
3694
$81K ﹤0.01%
19,239
+4,013
3695
$79K ﹤0.01%
5,854
3696
$78K ﹤0.01%
+15,646
3697
$78K ﹤0.01%
10,200
+5,010
3698
$76K ﹤0.01%
6,371
-6,836
3699
$76K ﹤0.01%
5,565
+100
3700
$73K ﹤0.01%
1,386
+751