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
2301
$1.7M ﹤0.01%
+60,917
2302
$1.7M ﹤0.01%
+41,104
2303
$1.7M ﹤0.01%
+1,840
2304
$1.7M ﹤0.01%
+70,342
2305
$1.7M ﹤0.01%
+134,674
2306
$1.69M ﹤0.01%
+77,198
2307
$1.69M ﹤0.01%
+141,987
2308
$1.68M ﹤0.01%
+75,061
2309
$1.67M ﹤0.01%
+39,775
2310
$1.67M ﹤0.01%
+55,726
2311
$1.67M ﹤0.01%
+100,874
2312
$1.67M ﹤0.01%
+69,500
2313
$1.67M ﹤0.01%
+34,531
2314
$1.67M ﹤0.01%
+143,288
2315
$1.67M ﹤0.01%
+12,200
2316
$1.66M ﹤0.01%
+39,966
2317
$1.66M ﹤0.01%
+44,419
2318
$1.66M ﹤0.01%
+34,896
2319
$1.66M ﹤0.01%
+25,578
2320
$1.66M ﹤0.01%
+400,967
2321
$1.66M ﹤0.01%
+235,584
2322
$1.65M ﹤0.01%
+137,794
2323
$1.65M ﹤0.01%
+101,570
2324
$1.65M ﹤0.01%
+89,513
2325
$1.65M ﹤0.01%
+440,660