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
1451
$7.8M ﹤0.01%
+463,942
1452
$7.79M ﹤0.01%
+202,883
1453
$7.72M ﹤0.01%
+823,554
1454
$7.71M ﹤0.01%
+598,439
1455
$7.69M ﹤0.01%
+240,487
1456
$7.68M ﹤0.01%
+381,645
1457
$7.64M ﹤0.01%
+1,428,480
1458
$7.64M ﹤0.01%
+638,120
1459
$7.63M ﹤0.01%
+455,437
1460
$7.63M ﹤0.01%
+133,386
1461
$7.61M ﹤0.01%
+380,129
1462
$7.61M ﹤0.01%
+967,049
1463
$7.61M ﹤0.01%
+425,187
1464
$7.6M ﹤0.01%
+1,000,897
1465
$7.59M ﹤0.01%
+624,556
1466
$7.59M ﹤0.01%
+237,695
1467
$7.58M ﹤0.01%
+98,808
1468
$7.57M ﹤0.01%
+291,817
1469
0
1470
$7.54M ﹤0.01%
+362,942
1471
$7.52M ﹤0.01%
+669,533
1472
$7.52M ﹤0.01%
+538,848
1473
$7.51M ﹤0.01%
+737,819
1474
$7.51M ﹤0.01%
+124,319
1475
$7.5M ﹤0.01%
+356,545