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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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$338M
2 +$279M
3 +$277M
4
UNP icon
Union Pacific
UNP
+$277M
5
SIVB
SVB Financial Group
SIVB
+$265M

Top Sells

1 +$440M
2 +$283M
3 +$281M
4
CTSH icon
Cognizant
CTSH
+$280M
5
CRWD icon
CrowdStrike
CRWD
+$255M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.12%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-494,587
3927
-43,600
3928
-39,783
3929
-10,203
3930
-11,969
3931
-214,633
3932
-7,275
3933
-2,755,730
3934
-1,242,507
3935
-280,067
3936
-100,720
3937
-21,023
3938
-417,838
3939
-27,114
3940
-439,480
3941
-6,270
3942
-2,748,055
3943
-825,103
3944
-521,414
3945
-34,247
3946
-73,337
3947
-66,396
3948
-4,593,176
3949
-961,382
3950
-173,610