Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

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 Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$273M 0.1%
5,469,366
+4,386
227
$271M 0.1%
3,653,497
+413,486
228
$269M 0.1%
2,472,183
+18,167
229
$267M 0.1%
9,374,153
-55,951
230
$265M 0.1%
8,544,609
-151,935
231
$265M 0.1%
3,824,995
+323,281
232
$265M 0.1%
11,337,800
-250,453
233
$264M 0.1%
1,261,282
-148,073
234
$264M 0.1%
1,790,339
+24,927
235
$263M 0.1%
1,667,873
-772,183
236
$262M 0.1%
3,068,109
-200,905
237
$262M 0.1%
9,962,438
-1,312,360
238
$261M 0.1%
3,523,154
-393,895
239
$260M 0.1%
975,129
-25,317
240
$259M 0.1%
2,981,273
+270,922
241
$258M 0.1%
5,780,027
-345,535
242
$257M 0.1%
1,049,140
+159,113
243
$253M 0.1%
7,993,070
+1,178,393
244
$251M 0.1%
1,633,888
-295,328
245
$249M 0.1%
2,759,365
-164,799
246
$245M 0.09%
6,053,169
-98,836
247
$244M 0.09%
2,684,765
-49,827
248
$242M 0.09%
8,960,952
+1,618,191
249
$242M 0.09%
4,242,543
-89,263
250
$241M 0.09%
3,287,132
+3,192,694