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
2051
$2.57M ﹤0.01%
+300,597
2052
$2.57M ﹤0.01%
+78,801
2053
$2.56M ﹤0.01%
+13,603
2054
$2.56M ﹤0.01%
+202,633
2055
$2.56M ﹤0.01%
+151,175
2056
$2.55M ﹤0.01%
+191,436
2057
$2.55M ﹤0.01%
+75,929
2058
$2.54M ﹤0.01%
+76,921
2059
$2.54M ﹤0.01%
+561,123
2060
$2.54M ﹤0.01%
+46,138
2061
$2.54M ﹤0.01%
+170,370
2062
$2.54M ﹤0.01%
+153,710
2063
$2.53M ﹤0.01%
+89,072
2064
$2.53M ﹤0.01%
+142,602
2065
$2.52M ﹤0.01%
+146,900
2066
$2.51M ﹤0.01%
+88,608
2067
$2.51M ﹤0.01%
+166,360
2068
$2.51M ﹤0.01%
+362,917
2069
$2.51M ﹤0.01%
+78,931
2070
$2.51M ﹤0.01%
+108,909
2071
$2.5M ﹤0.01%
+53,834
2072
$2.48M ﹤0.01%
+546,443
2073
$2.48M ﹤0.01%
+38,488
2074
$2.48M ﹤0.01%
+44,604
2075
$2.47M ﹤0.01%
+69,312