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
1151
$15.6M 0.01%
+410,333
1152
$15.6M 0.01%
+512,749
1153
$15.5M 0.01%
+648,054
1154
$15.5M 0.01%
+458,954
1155
$15.5M 0.01%
+1,146,318
1156
$15.3M 0.01%
+558,478
1157
$15.3M 0.01%
+3,965
1158
$15.2M 0.01%
+233,376
1159
$15.2M 0.01%
+864,851
1160
$15.2M 0.01%
+623,315
1161
$15.2M 0.01%
+325,735
1162
$15.2M 0.01%
+51,896
1163
$15.1M 0.01%
+770,642
1164
$15.1M 0.01%
+334,374
1165
$15.1M 0.01%
+422,286
1166
$15M 0.01%
+1,569,931
1167
$14.9M 0.01%
+1,022,920
1168
$14.8M 0.01%
+640,621
1169
$14.8M 0.01%
+1,136,191
1170
$14.8M 0.01%
+1,296,092
1171
$14.8M 0.01%
+468,752
1172
$14.8M 0.01%
+558,641
1173
$14.6M 0.01%
+278,121
1174
$14.6M 0.01%
+385,886
1175
$14.6M 0.01%
+608,484