Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

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
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.28%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.91%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$132K ﹤0.01%
7,407
+6,862
3702
$131K ﹤0.01%
9,005
+904
3703
$131K ﹤0.01%
13,950
3704
$131K ﹤0.01%
11,749
-84
3705
$131K ﹤0.01%
38,807
+78
3706
$130K ﹤0.01%
+9,367
3707
$130K ﹤0.01%
17,650
+1,886
3708
$130K ﹤0.01%
2,923
+288
3709
$130K ﹤0.01%
12,600
-7,370
3710
$129K ﹤0.01%
21,448
+2,304
3711
$129K ﹤0.01%
8,761
+846
3712
$129K ﹤0.01%
10,259
+1,680
3713
$128K ﹤0.01%
5,396
+971
3714
$128K ﹤0.01%
+26,013
3715
$128K ﹤0.01%
6,000
3716
$128K ﹤0.01%
4,281
+284
3717
$128K ﹤0.01%
5,241
+540
3718
$128K ﹤0.01%
18,710
+3,778
3719
$127K ﹤0.01%
20,343
+1,966
3720
$127K ﹤0.01%
12,645
+4,573
3721
$127K ﹤0.01%
64,576
+6,135
3722
$126K ﹤0.01%
5,843
+612
3723
$126K ﹤0.01%
3,489
-407
3724
$125K ﹤0.01%
5,708
+558
3725
$125K ﹤0.01%
17,811
+9,328