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
1201
$13.8M 0.01%
+1,867,192
1202
$13.7M 0.01%
+746,715
1203
$13.7M 0.01%
+654,367
1204
$13.6M 0.01%
+411,078
1205
$13.5M 0.01%
+1,172,282
1206
$13.4M 0.01%
+631,396
1207
$13.3M 0.01%
+1,113,789
1208
$13.3M 0.01%
+339,600
1209
$13.3M 0.01%
+1,046,044
1210
$13.2M 0.01%
+509,380
1211
$13.2M 0.01%
+1,123,293
1212
$13.2M 0.01%
+117,125
1213
$13.1M 0.01%
+3,193,369
1214
$13.1M 0.01%
+409,178
1215
$13.1M 0.01%
+664,837
1216
$13.1M 0.01%
+808,228
1217
$13.1M 0.01%
+486,338
1218
$12.9M 0.01%
+254,967
1219
$12.9M 0.01%
+1,314,222
1220
$12.9M 0.01%
+116,342
1221
0
1222
$12.8M 0.01%
+378,636
1223
$12.8M 0.01%
+397,969
1224
$12.8M 0.01%
+948,277
1225
$12.8M 0.01%
+101,438