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
1001
$23.4M 0.01%
+339,141
1002
$23.2M 0.01%
+523,518
1003
$23.2M 0.01%
+774,068
1004
$22.9M 0.01%
+1,752,698
1005
$22.9M 0.01%
+361,714
1006
$22.8M 0.01%
+3,421,519
1007
$22.7M 0.01%
+273,483
1008
$22.7M 0.01%
+584,585
1009
$22.5M 0.01%
+290,943
1010
$22.5M 0.01%
+1,045,048
1011
$22.3M 0.01%
+1,491,389
1012
$22.3M 0.01%
+1,649,791
1013
$22.3M 0.01%
+953,185
1014
$22.2M 0.01%
+835,812
1015
$22.2M 0.01%
+364,781
1016
$22.2M 0.01%
+1,238,772
1017
$22.2M 0.01%
+3,583,254
1018
$22M 0.01%
+678,672
1019
$22M 0.01%
+1,005,464
1020
$22M 0.01%
+1,061,568
1021
$21.9M 0.01%
+1,321,575
1022
$21.8M 0.01%
+935,397
1023
$21.7M 0.01%
+187,480
1024
$21.7M 0.01%
+1,252,728
1025
$21.7M 0.01%
+349,400