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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$691M
3 +$554M
4
PEP icon
PepsiCo
PEP
+$534M
5
SUN icon
Sunoco
SUN
+$438M

Top Sells

1 +$649M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$392M

Sector Composition

1 Technology 25.83%
2 Financials 11.94%
3 Industrials 11.45%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-16,916
3852
-54,320
3853
-39,743
3854
-72,419
3855
-16,732
3856
-65,191
3857
-16,095
3858
-13,210
3859
-19,677
3860
-14,497
3861
-145,000
3862
-4,137
3863
-42,624
3864
-17,540
3865
-7,373
3866
-150,455
3867
-12,996
3868
-5,142
3869
-269
3870
-65,810
3871
-25,908
3872
-11,315
3873
-103,369
3874
-11,845
3875
-992