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
1801
$4.03M ﹤0.01%
+268,094
1802
$4.02M ﹤0.01%
+204,892
1803
$4.02M ﹤0.01%
+248,402
1804
$4.02M ﹤0.01%
+175,746
1805
$4.01M ﹤0.01%
+196,695
1806
$4.01M ﹤0.01%
+150,000
1807
$4.01M ﹤0.01%
+51,344
1808
$3.98M ﹤0.01%
+172,384
1809
$3.96M ﹤0.01%
+162,242
1810
$3.95M ﹤0.01%
+77,127
1811
$3.95M ﹤0.01%
+50,975
1812
$3.93M ﹤0.01%
+335,387
1813
$3.91M ﹤0.01%
+112,764
1814
$3.9M ﹤0.01%
+90,079
1815
$3.9M ﹤0.01%
+194,974
1816
$3.9M ﹤0.01%
+58,859
1817
$3.9M ﹤0.01%
+296,607
1818
$3.89M ﹤0.01%
+287,986
1819
$3.89M ﹤0.01%
+121,178
1820
$3.89M ﹤0.01%
+80,929
1821
$3.89M ﹤0.01%
+224,863
1822
$3.87M ﹤0.01%
+48,655
1823
$3.86M ﹤0.01%
+230,098
1824
$3.84M ﹤0.01%
+99,227
1825
$3.83M ﹤0.01%
+80,558