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
1351
$9.64M ﹤0.01%
+1,445,750
1352
$9.61M ﹤0.01%
+279,484
1353
$9.61M ﹤0.01%
+152,200
1354
$9.58M ﹤0.01%
+72,145
1355
0
1356
$9.52M ﹤0.01%
+708,987
1357
$9.5M ﹤0.01%
+786,332
1358
$9.49M ﹤0.01%
+32,265
1359
$9.44M ﹤0.01%
+230,052
1360
$9.44M ﹤0.01%
+730,831
1361
$9.4M ﹤0.01%
+499,000
1362
$9.38M ﹤0.01%
+535,376
1363
$9.36M ﹤0.01%
+272,745
1364
$9.34M ﹤0.01%
+112,540
1365
$9.34M ﹤0.01%
+496,112
1366
$9.24M ﹤0.01%
+763,320
1367
$9.23M ﹤0.01%
+2,187,045
1368
$9.22M ﹤0.01%
+345,309
1369
$9.21M ﹤0.01%
+371,144
1370
$9.11M ﹤0.01%
+1,126,888
1371
$9.08M ﹤0.01%
+407,504
1372
$9.07M ﹤0.01%
+303,129
1373
$9.05M ﹤0.01%
+528,969
1374
$9.05M ﹤0.01%
+186,941
1375
$9.05M ﹤0.01%
+178,502