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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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$338M
2 +$279M
3 +$277M
4
UNP icon
Union Pacific
UNP
+$277M
5
SIVB
SVB Financial Group
SIVB
+$265M

Top Sells

1 +$440M
2 +$283M
3 +$281M
4
CTSH icon
Cognizant
CTSH
+$280M
5
CRWD icon
CrowdStrike
CRWD
+$255M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.12%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$1.97K ﹤0.01%
12,907
-1,410
3852
-1,120,723
3853
-408
3854
-20,789
3855
-5,630
3856
-1,061
3857
-10,768
3858
-43,246
3859
-190,916
3860
-33,176
3861
-59,485
3862
-79,884
3863
-433,270
3864
-14,932
3865
-47,805
3866
-10,058
3867
-26,231
3868
-15,309
3869
-2,889,831
3870
-16,154
3871
-627,958
3872
0
3873
-59,784
3874
-30,000
3875
-19,585