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
1276
$11M 0.01%
+299,194
1277
$11M 0.01%
+166,632
1278
$10.9M 0.01%
+392,437
1279
$10.9M 0.01%
+598,319
1280
$10.8M 0.01%
+705,763
1281
$10.8M 0.01%
+459,307
1282
$10.8M 0.01%
+27,053
1283
$10.8M 0.01%
+94,819
1284
$10.8M 0.01%
+249,704
1285
$10.7M 0.01%
+833,866
1286
$10.7M 0.01%
+542,605
1287
$10.7M 0.01%
+423,342
1288
$10.7M 0.01%
+735,028
1289
$10.7M 0.01%
+1,494,556
1290
$10.7M 0.01%
+151,607
1291
$10.7M 0.01%
+2,663,159
1292
$10.7M 0.01%
+554,229
1293
$10.6M 0.01%
+136,504
1294
$10.6M ﹤0.01%
+362,345
1295
$10.5M ﹤0.01%
+344,653
1296
$10.5M ﹤0.01%
+390,273
1297
$10.5M ﹤0.01%
+389,118
1298
$10.5M ﹤0.01%
+69,270
1299
$10.5M ﹤0.01%
+575,131
1300
$10.4M ﹤0.01%
+520,095