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
3826
$73K ﹤0.01%
2,300
3827
$72K ﹤0.01%
1,729
-2,983
3828
$70K ﹤0.01%
268
3829
$67K ﹤0.01%
32,586
+24,739
3830
$67K ﹤0.01%
3,529
-565
3831
$66K ﹤0.01%
2,582
+264
3832
$66K ﹤0.01%
555
-145
3833
$65K ﹤0.01%
1,164
+162
3834
$64K ﹤0.01%
2,000
-3,104
3835
$64K ﹤0.01%
1,799
+184
3836
$63K ﹤0.01%
6,175
3837
$63K ﹤0.01%
86
3838
$62K ﹤0.01%
2,472
-44,784
3839
$62K ﹤0.01%
4,578
-1,025
3840
$62K ﹤0.01%
9,381
+34
3841
$62K ﹤0.01%
+2,017
3842
$61K ﹤0.01%
11,100
-36,410
3843
$61K ﹤0.01%
4,042
+1,534
3844
$61K ﹤0.01%
1,524
+177
3845
$61K ﹤0.01%
+30,698
3846
$60K ﹤0.01%
+4,025
3847
$58K ﹤0.01%
+1,000
3848
$56K ﹤0.01%
1,250
3849
0
3850
$55K ﹤0.01%
7,133
-9,783