Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.63%
 

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
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Sells

1 +$1.64B
2 +$782M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
XOM icon
Exxon Mobil
XOM
+$277M

Sector Composition

1 Technology 16.28%
2 Healthcare 11.77%
3 Financials 11.64%
4 Communication Services 8.91%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$22K ﹤0.01%
1,177
+126
3927
$21K ﹤0.01%
1,000
3928
$21K ﹤0.01%
896
+90
3929
$20K ﹤0.01%
4,075
-1,765
3930
$20K ﹤0.01%
1,048
+108
3931
$20K ﹤0.01%
658
3932
$20K ﹤0.01%
330
3933
$20K ﹤0.01%
648
3934
$18K ﹤0.01%
1,760
-229,840
3935
$18K ﹤0.01%
507
3936
$17K ﹤0.01%
1,275
3937
$17K ﹤0.01%
2,839
3938
$17K ﹤0.01%
1,887
+6
3939
$17K ﹤0.01%
549
-17,823
3940
$16K ﹤0.01%
4,300
-17,020
3941
$16K ﹤0.01%
5,097
3942
$16K ﹤0.01%
653
+72
3943
$16K ﹤0.01%
3,347
-1,136
3944
$16K ﹤0.01%
852
3945
$16K ﹤0.01%
+193
3946
$16K ﹤0.01%
1,272
-266,808
3947
$16K ﹤0.01%
615
3948
$16K ﹤0.01%
1,200
3949
$16K ﹤0.01%
7,916
3950
$15K ﹤0.01%
1,203