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
801
$39.7M 0.02%
+1,266,504
802
$39.6M 0.02%
+1,874,484
803
$39.4M 0.02%
+819,555
804
$39.1M 0.02%
+2,484,285
805
$39.1M 0.02%
+969,922
806
$39.1M 0.02%
+2,145,150
807
$38.8M 0.02%
+999,482
808
$38.8M 0.02%
+1,195,144
809
$38.7M 0.02%
+50,523
810
$38.4M 0.02%
+600,918
811
$38.4M 0.02%
+953,827
812
$38.2M 0.02%
+4,122,910
813
$38.2M 0.02%
+1,596,854
814
$38M 0.02%
+775,646
815
$37.9M 0.02%
+2,196,680
816
$37.8M 0.02%
+3,261,968
817
$37.7M 0.02%
+20,534
818
$37.5M 0.02%
+1,652,454
819
$37.5M 0.02%
+414,074
820
$37.4M 0.02%
+794,013
821
$37.4M 0.02%
+810,792
822
$37.4M 0.02%
+763,284
823
$37.3M 0.02%
+2,005,800
824
$37.3M 0.02%
+482,232
825
$37.3M 0.02%
+450,954