Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.61%
 

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
+27.61%
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 +$5.32B
2 +$4.95B
3 +$3.4B
4
ORCL icon
Oracle
ORCL
+$2.27B
5
C icon
Citigroup
C
+$2.22B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.59%
2 Financials 11.96%
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
$23K ﹤0.01%
+3,007
3902
$22K ﹤0.01%
+1,349
3903
$22K ﹤0.01%
+2,200
3904
$22K ﹤0.01%
+150
3905
$22K ﹤0.01%
+1,000
3906
$22K ﹤0.01%
+593
3907
$21K ﹤0.01%
+645
3908
$21K ﹤0.01%
+1,015
3909
$20K ﹤0.01%
+200
3910
$20K ﹤0.01%
+648
3911
$20K ﹤0.01%
+330
3912
$20K ﹤0.01%
+1,785
3913
$20K ﹤0.01%
+940
3914
$19K ﹤0.01%
+5,435
3915
$19K ﹤0.01%
+1,051
3916
$19K ﹤0.01%
+806
3917
$19K ﹤0.01%
+542
3918
$19K ﹤0.01%
+1,622
3919
$19K ﹤0.01%
+724
3920
$19K ﹤0.01%
+658
3921
$18K ﹤0.01%
+931
3922
$18K ﹤0.01%
+1,275
3923
0
3924
$17K ﹤0.01%
+1,864
3925
$15K ﹤0.01%
+813