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
1776
$4.25M ﹤0.01%
+184,345
1777
$4.24M ﹤0.01%
+53,004
1778
$4.24M ﹤0.01%
+288,229
1779
$4.22M ﹤0.01%
+103,359
1780
$4.22M ﹤0.01%
+155,327
1781
$4.22M ﹤0.01%
+557,765
1782
$4.21M ﹤0.01%
+279,626
1783
$4.18M ﹤0.01%
+42,271
1784
$4.18M ﹤0.01%
+93,685
1785
$4.17M ﹤0.01%
+237,675
1786
$4.17M ﹤0.01%
+212,798
1787
$4.17M ﹤0.01%
+269,328
1788
$4.16M ﹤0.01%
+286,444
1789
$4.16M ﹤0.01%
+34,538
1790
$4.14M ﹤0.01%
+12,677
1791
$4.13M ﹤0.01%
+293,588
1792
$4.12M ﹤0.01%
+745
1793
$4.11M ﹤0.01%
+126,382
1794
$4.07M ﹤0.01%
+364,512
1795
$4.07M ﹤0.01%
+237,230
1796
$4.06M ﹤0.01%
+30,436
1797
$4.06M ﹤0.01%
+132,047
1798
$4.06M ﹤0.01%
+198,268
1799
$4.05M ﹤0.01%
+383,532
1800
$4.05M ﹤0.01%
+102,861