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
2376
$1.53M ﹤0.01%
+68,386
2377
$1.52M ﹤0.01%
+39,398
2378
$1.52M ﹤0.01%
+538,843
2379
$1.52M ﹤0.01%
+38,169
2380
$1.52M ﹤0.01%
+14,871
2381
$1.51M ﹤0.01%
+45,882
2382
$1.51M ﹤0.01%
+3,097
2383
$1.51M ﹤0.01%
+133,211
2384
$1.51M ﹤0.01%
+39,847
2385
$1.5M ﹤0.01%
+4,474
2386
$1.5M ﹤0.01%
+48,289
2387
$1.5M ﹤0.01%
+40,442
2388
$1.5M ﹤0.01%
+53,249
2389
$1.5M ﹤0.01%
+76,471
2390
$1.49M ﹤0.01%
+57,050
2391
$1.49M ﹤0.01%
+132,391
2392
$1.49M ﹤0.01%
+91,764
2393
$1.49M ﹤0.01%
+58,733
2394
$1.49M ﹤0.01%
+46,510
2395
$1.49M ﹤0.01%
+53,557
2396
$1.48M ﹤0.01%
+16,932
2397
$1.48M ﹤0.01%
+34,804
2398
$1.48M ﹤0.01%
+109,019
2399
$1.47M ﹤0.01%
+28,974
2400
$1.47M ﹤0.01%
+3,843