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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
3776
-25,113
3777
-9,964
3778
-6,008
3779
-3,301,752
3780
-68,244
3781
-3,063
3782
-23,810
3783
-10,636,900
3784
-1,354
3785
-10,375
3786
-17,608
3787
-36,940
3788
-1,690
3789
-72,484
3790
-14,232
3791
-17,137
3792
-92,274
3793
-36,127
3794
-34,023
3795
-3,541
3796
-11,779
3797
-19,315
3798
-3,594
3799
-1,297
3800
-3,408