We are live on ! Find out more
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
$466B
AUM Growth
+$45.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,011
New
Increased
Reduced
Closed

Top Buys

1 +$673M
2 +$515M
3 +$512M
4
DIS icon
Walt Disney
DIS
+$502M
5
FLUT icon
Flutter Entertainment
FLUT
+$458M

Top Sells

1 +$514M
2 +$465M
3 +$424M
4
SNPS icon
Synopsys
SNPS
+$408M
5
ADBE icon
Adobe
ADBE
+$396M

Sector Composition

1 Technology 23.56%
2 Financials 12.21%
3 Industrials 11.89%
4 Healthcare 11.02%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-11,516
3852
-142,060
3853
-10,618
3854
-13,975
3855
-15,029
3856
-25,634
3857
-13,309
3858
-154,129
3859
-10,118
3860
-237,134
3861
-58,298
3862
-38,039
3863
-319,136
3864
-932,995
3865
-56,441
3866
-15,712
3867
-885,323
3868
-1,509,393
3869
-34,946
3870
-230,241
3871
-1,564,405
3872
-230,472
3873
-264,571
3874
-22,782
3875
-58,252