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
1626
$5.62M ﹤0.01%
+586,906
1627
$5.58M ﹤0.01%
+406,164
1628
$5.57M ﹤0.01%
+122,547
1629
$5.56M ﹤0.01%
+201,796
1630
$5.54M ﹤0.01%
+986,688
1631
$5.53M ﹤0.01%
+115,858
1632
$5.53M ﹤0.01%
+462,421
1633
$5.51M ﹤0.01%
+128,459
1634
$5.51M ﹤0.01%
+98,295
1635
$5.51M ﹤0.01%
+164,051
1636
$5.51M ﹤0.01%
+887,480
1637
$5.5M ﹤0.01%
+93,333
1638
$5.48M ﹤0.01%
+30,855
1639
$5.47M ﹤0.01%
+293,004
1640
$5.45M ﹤0.01%
+915,880
1641
$5.45M ﹤0.01%
+291,085
1642
0
1643
0
1644
$5.42M ﹤0.01%
+292,048
1645
$5.41M ﹤0.01%
+172,845
1646
$5.4M ﹤0.01%
+66,419
1647
$5.4M ﹤0.01%
+143,019
1648
$5.4M ﹤0.01%
+110,683
1649
$5.38M ﹤0.01%
+88,026
1650
$5.34M ﹤0.01%
+181,983