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
1526
0
1527
$6.79M ﹤0.01%
+806,858
1528
$6.77M ﹤0.01%
+731,848
1529
$6.76M ﹤0.01%
+947,245
1530
$6.75M ﹤0.01%
+86,676
1531
0
1532
$6.72M ﹤0.01%
+97,653
1533
$6.72M ﹤0.01%
+148,615
1534
$6.71M ﹤0.01%
+222,200
1535
$6.7M ﹤0.01%
+92,813
1536
$6.7M ﹤0.01%
+398,113
1537
$6.68M ﹤0.01%
+189,251
1538
$6.67M ﹤0.01%
+112,765
1539
$6.63M ﹤0.01%
+238,930
1540
$6.57M ﹤0.01%
+334,364
1541
$6.57M ﹤0.01%
+135,206
1542
$6.57M ﹤0.01%
+117,733
1543
$6.55M ﹤0.01%
+210,724
1544
$6.54M ﹤0.01%
+495,711
1545
$6.54M ﹤0.01%
+684,132
1546
$6.54M ﹤0.01%
+875,361
1547
$6.54M ﹤0.01%
+143,104
1548
$6.52M ﹤0.01%
+87,255
1549
$6.51M ﹤0.01%
+101,785
1550
$6.51M ﹤0.01%
+87,488