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
1376
$9.03M ﹤0.01%
+681,923
1377
$9.02M ﹤0.01%
+790,876
1378
$9M ﹤0.01%
+1,607,573
1379
$8.92M ﹤0.01%
+344,863
1380
$8.9M ﹤0.01%
+309,430
1381
$8.9M ﹤0.01%
+403,502
1382
$8.88M ﹤0.01%
+322,901
1383
$8.88M ﹤0.01%
+241,042
1384
$8.88M ﹤0.01%
+601,015
1385
$8.88M ﹤0.01%
+283,101
1386
$8.87M ﹤0.01%
+429,252
1387
$8.87M ﹤0.01%
+2,341,634
1388
$8.86M ﹤0.01%
+135,700
1389
$8.85M ﹤0.01%
+184,472
1390
$8.85M ﹤0.01%
+862,068
1391
$8.83M ﹤0.01%
+474,700
1392
$8.82M ﹤0.01%
+32,491
1393
$8.77M ﹤0.01%
+326,422
1394
$8.77M ﹤0.01%
+1,471,553
1395
$8.76M ﹤0.01%
+335,571
1396
$8.74M ﹤0.01%
+189,223
1397
$8.68M ﹤0.01%
+281,824
1398
$8.68M ﹤0.01%
+320,596
1399
$8.66M ﹤0.01%
+676,088
1400
$8.65M ﹤0.01%
+622,804