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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
$236B
AUM Growth
-$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,388
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$522M
3 +$289M
4
JNPR
Juniper Networks
JNPR
+$251M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$217M

Top Sells

1 +$2.76B
2 +$795M
3 +$786M
4
DTV
DIRECTV COM STK (DE)
DTV
+$424M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$196M

Sector Composition

1 Technology 15.52%
2 Financials 13.56%
3 Healthcare 13.03%
4 Real Estate 8.86%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-3,427
3852
-7,881
3853
-4,787
3854
-917
3855
-782
3856
-392
3857
-934
3858
-52
3859
-140,904
3860
-170
3861
-312
3862
-4,898
3863
-165
3864
-3,892
3865
-6,551
3866
-514
3867
-281
3868
-77,676
3869
-1,046
3870
-3,567
3871
-259
3872
-125
3873
-3,223
3874
-399
3875
-3,350