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
2276
$1.77M ﹤0.01%
+51,021
2277
$1.77M ﹤0.01%
+31,799
2278
$1.76M ﹤0.01%
+79,052
2279
$1.75M ﹤0.01%
+61,490
2280
$1.75M ﹤0.01%
+236,873
2281
$1.75M ﹤0.01%
+209,462
2282
$1.74M ﹤0.01%
+71,441
2283
$1.74M ﹤0.01%
+73,995
2284
$1.74M ﹤0.01%
+188,941
2285
$1.74M ﹤0.01%
+52,469
2286
$1.74M ﹤0.01%
+56,625
2287
$1.74M ﹤0.01%
+257,020
2288
$1.73M ﹤0.01%
+52,781
2289
$1.73M ﹤0.01%
+46,779
2290
$1.73M ﹤0.01%
+143,268
2291
$1.72M ﹤0.01%
+70,967
2292
$1.72M ﹤0.01%
+70,179
2293
$1.72M ﹤0.01%
+62,901
2294
$1.71M ﹤0.01%
+24,434
2295
$1.71M ﹤0.01%
+289,575
2296
$1.71M ﹤0.01%
+606,388
2297
$1.71M ﹤0.01%
+55,017
2298
$1.71M ﹤0.01%
+103,506
2299
$1.7M ﹤0.01%
+21,369
2300
$1.7M ﹤0.01%
+110,443