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
$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 11.86%
4 Consumer Discretionary 10.17%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-837
3702
-81,256
3703
-51,098
3704
-153,555
3705
-3,911
3706
-2,127
3707
-13,315
3708
-46,756
3709
-1,185,794
3710
-10,959
3711
-97,355
3712
-63,483
3713
-2,838,183
3714
-3,528
3715
-11,805
3716
-29,600
3717
-25,113
3718
-9,964
3719
-6,008
3720
-3,301,752
3721
-68,244
3722
-3,063
3723
-23,810
3724
-10,636,900
3725
-1,354