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
1076
$18.7M 0.01%
+381,639
1077
$18.6M 0.01%
+814,132
1078
$18.6M 0.01%
+803,885
1079
$18.4M 0.01%
+2,119,853
1080
$18.3M 0.01%
+5,234,510
1081
$18.3M 0.01%
+406,693
1082
$18.3M 0.01%
+202,954
1083
$18.2M 0.01%
+1,092,972
1084
$18.2M 0.01%
+1,308,031
1085
$18.1M 0.01%
+3,146,969
1086
$18.1M 0.01%
+398,172
1087
$18.1M 0.01%
+346,014
1088
$18M 0.01%
+268,373
1089
$17.9M 0.01%
+900,137
1090
$17.9M 0.01%
+806,965
1091
$17.8M 0.01%
+774,142
1092
$17.8M 0.01%
+1,408,535
1093
$17.7M 0.01%
+142,549
1094
0
1095
$17.5M 0.01%
+247,688
1096
$17.5M 0.01%
+699,022
1097
$17.5M 0.01%
+866,998
1098
$17.5M 0.01%
+313,384
1099
$17.4M 0.01%
+364,539
1100
$17.4M 0.01%
+1,891,999