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
$406B
AUM Growth
+$32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,130
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$510M
3 +$442M
4
CMCSA icon
Comcast
CMCSA
+$419M
5
CSCO icon
Cisco
CSCO
+$360M

Top Sells

1 +$1.01B
2 +$428M
3 +$388M
4
JD icon
JD.com
JD
+$363M
5
NUAN
Nuance Communications, Inc.
NUAN
+$326M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 13.32%
3 Financials 12.96%
4 Healthcare 11.95%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
-28,450
3877
-37,652
3878
-46,454
3879
-4
3880
-707
3881
-619,599
3882
-32,228
3883
-125,215
3884
-19,258
3885
-11,828
3886
-1,445
3887
-299
3888
-1,431
3889
-2,836
3890
-10,396
3891
-331,700
3892
-460
3893
-2,679
3894
-645
3895
-13,077
3896
-33,299
3897
-12,818
3898
-183,480
3899
-16,216
3900
-48,107