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
2451
$1.37M ﹤0.01%
+58,274
2452
$1.37M ﹤0.01%
+39,606
2453
$1.37M ﹤0.01%
+12,470
2454
$1.37M ﹤0.01%
+88,292
2455
$1.36M ﹤0.01%
+4,058
2456
$1.36M ﹤0.01%
+71,714
2457
$1.35M ﹤0.01%
+39,300
2458
$1.35M ﹤0.01%
+35,677
2459
$1.35M ﹤0.01%
+11,839
2460
$1.35M ﹤0.01%
+4,872
2461
$1.35M ﹤0.01%
+170,647
2462
$1.35M ﹤0.01%
+77,272
2463
$1.35M ﹤0.01%
+68,259
2464
$1.35M ﹤0.01%
+62,419
2465
$1.34M ﹤0.01%
+34,666
2466
$1.34M ﹤0.01%
+183,665
2467
$1.34M ﹤0.01%
+83,669
2468
$1.34M ﹤0.01%
+44,941
2469
$1.33M ﹤0.01%
+53,040
2470
$1.33M ﹤0.01%
+128,423
2471
$1.33M ﹤0.01%
+24,903
2472
$1.33M ﹤0.01%
+33,418
2473
$1.33M ﹤0.01%
+70,300
2474
$1.33M ﹤0.01%
+124,259
2475
$1.32M ﹤0.01%
+194,651