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
$420B
AUM Growth
+$49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$602M
3 +$492M
4
AIG icon
American International
AIG
+$465M
5
AMD icon
Advanced Micro Devices
AMD
+$421M

Top Sells

1 +$426M
2 +$393M
3 +$367M
4
SNPS icon
Synopsys
SNPS
+$350M
5
MANH icon
Manhattan Associates
MANH
+$290M

Sector Composition

1 Technology 23.36%
2 Financials 12.15%
3 Industrials 11.35%
4 Healthcare 11.18%
5 Consumer Discretionary 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-262,852
3702
-701,914
3703
-11,564
3704
-361,398
3705
-40,483
3706
-1,981,535
3707
-73,116
3708
-1,129,443
3709
-30,886
3710
-530,139
3711
-1,241,442
3712
-40,247
3713
-20,573
3714
-4,584
3715
-34,329
3716
-20,697
3717
-132,977
3718
-474,948
3719
-24,677
3720
-8,959
3721
-1,237,167
3722
-84,054
3723
-2,384,669
3724
-14,364
3725
-357,417