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
3676
$34.4K ﹤0.01%
21,088
-1,660
3677
$33.7K ﹤0.01%
13,662
-1,174
3678
$33.6K ﹤0.01%
+32,183
3679
$32.2K ﹤0.01%
+14,171
3680
$31.9K ﹤0.01%
79,934
-1,628,977
3681
$31.2K ﹤0.01%
24,739
-34,235
3682
$30.6K ﹤0.01%
+2,176
3683
$30.1K ﹤0.01%
+13,501
3684
$29.6K ﹤0.01%
877
-175
3685
$29.4K ﹤0.01%
15,707
-8,992
3686
$27.3K ﹤0.01%
10,528
-170
3687
$25.5K ﹤0.01%
+10,415
3688
$25K ﹤0.01%
+10,108
3689
$22.6K ﹤0.01%
18,051
+232
3690
$22.3K ﹤0.01%
+13,487
3691
$16.2K ﹤0.01%
12,352
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3692
-72,484
3693
-14,232
3694
-17,137
3695
-92,274
3696
-36,127
3697
-34,023
3698
-35,409
3699
-11,779
3700
-19,315