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
1826
$3.82M ﹤0.01%
+95,321
1827
$3.82M ﹤0.01%
+67,671
1828
$3.82M ﹤0.01%
+352,598
1829
$3.81M ﹤0.01%
+276,016
1830
$3.79M ﹤0.01%
+49,995
1831
$3.78M ﹤0.01%
+273,600
1832
$3.77M ﹤0.01%
+80,828
1833
$3.77M ﹤0.01%
+178,830
1834
$3.77M ﹤0.01%
+266,706
1835
$3.77M ﹤0.01%
+151,424
1836
$3.77M ﹤0.01%
+543,299
1837
$3.76M ﹤0.01%
+127,364
1838
$3.75M ﹤0.01%
+167,862
1839
$3.75M ﹤0.01%
+155,459
1840
$3.74M ﹤0.01%
+92,458
1841
$3.7M ﹤0.01%
+334,103
1842
$3.69M ﹤0.01%
+72,516
1843
$3.69M ﹤0.01%
+441,838
1844
$3.68M ﹤0.01%
+114,900
1845
$3.67M ﹤0.01%
+12,500
1846
$3.67M ﹤0.01%
+124,010
1847
$3.67M ﹤0.01%
+275,840
1848
$3.67M ﹤0.01%
+29,760
1849
$3.65M ﹤0.01%
+201,576
1850
$3.64M ﹤0.01%
+126,966