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
3751
$95K ﹤0.01%
+15,094
3752
$95K ﹤0.01%
+2,229
3753
$94K ﹤0.01%
+4,229
3754
$94K ﹤0.01%
+6,826
3755
$93K ﹤0.01%
+2,738
3756
$93K ﹤0.01%
+8,977
3757
$93K ﹤0.01%
+3,213
3758
$93K ﹤0.01%
+1,608
3759
$92K ﹤0.01%
+13,340
3760
$92K ﹤0.01%
+10,185
3761
$92K ﹤0.01%
+33,895
3762
$89K ﹤0.01%
+10,264
3763
$88K ﹤0.01%
+8,800
3764
$88K ﹤0.01%
+2,093
3765
$88K ﹤0.01%
+430
3766
$88K ﹤0.01%
+6,062
3767
$88K ﹤0.01%
+616
3768
$87K ﹤0.01%
+10,402
3769
$87K ﹤0.01%
+30,910
3770
$87K ﹤0.01%
+4,834
3771
$86K ﹤0.01%
+25,044
3772
$85K ﹤0.01%
+4,062
3773
$85K ﹤0.01%
+340
3774
$85K ﹤0.01%
+8,234
3775
0