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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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$873M
2 +$750M
3 +$641M
4
AAPL icon
Apple
AAPL
+$619M
5
V icon
Visa
V
+$612M

Top Sells

1 +$814M
2 +$699M
3 +$470M
4
HD icon
Home Depot
HD
+$382M
5
MAA icon
Mid-America Apartment Communities
MAA
+$369M

Sector Composition

1 Technology 19.91%
2 Financials 13.06%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
-52,615
3877
-1,958,182
3878
-26,732
3879
-32,091
3880
-2,280,092
3881
-170,128
3882
-5,961,364
3883
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3884
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3885
-85,290
3886
-33,428
3887
-14,407
3888
-21
3889
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3890
-25,928
3891
-4,518
3892
-14,883
3893
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3894
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3895
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3896
-72,071
3897
-41,029
3898
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3899
-252,678
3900
-945,243