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
3701
$106K ﹤0.01%
+433
3702
$106K ﹤0.01%
+5,514
3703
$106K ﹤0.01%
+12,203
3704
$106K ﹤0.01%
+3,354
3705
$106K ﹤0.01%
+6,050
3706
$106K ﹤0.01%
+15,605
3707
$105K ﹤0.01%
+16,613
3708
$105K ﹤0.01%
+1,322
3709
$105K ﹤0.01%
+13,251
3710
$105K ﹤0.01%
+5,344
3711
$104K ﹤0.01%
+26,034
3712
$104K ﹤0.01%
+18,689
3713
$104K ﹤0.01%
+10,500
3714
$104K ﹤0.01%
+15,722
3715
$104K ﹤0.01%
+4,701
3716
$103K ﹤0.01%
+3,135
3717
$103K ﹤0.01%
+2,447
3718
$103K ﹤0.01%
+3,075
3719
$103K ﹤0.01%
+4,826
3720
$103K ﹤0.01%
+4,900
3721
$102K ﹤0.01%
+13,082
3722
$102K ﹤0.01%
+8,365
3723
$102K ﹤0.01%
+5,343
3724
$102K ﹤0.01%
+4,419
3725
$101K ﹤0.01%
+93