Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

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
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,296
New
Increased
Reduced
Closed

Top Buys

1 +$5.22B
2 +$4.9B
3 +$3.52B
4
JPM icon
JPMorgan Chase
JPM
+$2.25B
5
CSCO icon
Cisco
CSCO
+$2.24B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.59%
2 Financials 12.09%
3 Healthcare 11.75%
4 Real Estate 8.89%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$24K ﹤0.01%
+94
3902
$24K ﹤0.01%
+15,796
3903
$24K ﹤0.01%
+2,284
3904
$23K ﹤0.01%
+3,007
3905
$22K ﹤0.01%
+1,349
3906
$22K ﹤0.01%
+593
3907
$22K ﹤0.01%
+1,000
3908
$22K ﹤0.01%
+150
3909
$22K ﹤0.01%
+2,200
3910
$21K ﹤0.01%
+1,015
3911
$21K ﹤0.01%
+645
3912
$20K ﹤0.01%
+648
3913
$20K ﹤0.01%
+940
3914
$20K ﹤0.01%
+1,785
3915
$20K ﹤0.01%
+330
3916
$20K ﹤0.01%
+200
3917
$19K ﹤0.01%
+1,051
3918
$19K ﹤0.01%
+5,435
3919
$19K ﹤0.01%
+658
3920
$19K ﹤0.01%
+724
3921
$19K ﹤0.01%
+1,622
3922
$19K ﹤0.01%
+542
3923
$19K ﹤0.01%
+806
3924
0
3925
$18K ﹤0.01%
+1,275