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
1476
$7.49M ﹤0.01%
+101,099
1477
$7.46M ﹤0.01%
+323,113
1478
$7.45M ﹤0.01%
+53,129
1479
$7.45M ﹤0.01%
+541,667
1480
$7.44M ﹤0.01%
+1,656,103
1481
$7.41M ﹤0.01%
+83,017
1482
$7.36M ﹤0.01%
+306,745
1483
$7.34M ﹤0.01%
+298,579
1484
$7.32M ﹤0.01%
+635,669
1485
$7.3M ﹤0.01%
+115,659
1486
$7.29M ﹤0.01%
+489,734
1487
$7.28M ﹤0.01%
+167,974
1488
$7.25M ﹤0.01%
+345,678
1489
$7.21M ﹤0.01%
+1,738,354
1490
$7.2M ﹤0.01%
+106,761
1491
$7.19M ﹤0.01%
+540,794
1492
$7.19M ﹤0.01%
+155,776
1493
$7.17M ﹤0.01%
+462,378
1494
$7.16M ﹤0.01%
+5,724
1495
$7.15M ﹤0.01%
+352,900
1496
$7.13M ﹤0.01%
+291,298
1497
$7.13M ﹤0.01%
+152,351
1498
$7.12M ﹤0.01%
+182,161
1499
$7.11M ﹤0.01%
+166,326
1500
$7.1M ﹤0.01%
+132,203