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
2476
$1.93M ﹤0.01%
158,469
+32,745
2477
$1.93M ﹤0.01%
77,159
-16,890
2478
$1.93M ﹤0.01%
1,854,636
+488,167
2479
$1.93M ﹤0.01%
51,539
+4,069
2480
$1.92M ﹤0.01%
36,778
+5,393
2481
$1.92M ﹤0.01%
52,526
+4,859
2482
$1.92M ﹤0.01%
44,262
-74,661
2483
$1.92M ﹤0.01%
120,874
-4,480
2484
$1.92M ﹤0.01%
63,467
+16,048
2485
$1.92M ﹤0.01%
175,875
+122,224
2486
$1.91M ﹤0.01%
67,002
-33,082
2487
$1.91M ﹤0.01%
60,863
-31,316
2488
$1.91M ﹤0.01%
80,429
-9,410
2489
$1.91M ﹤0.01%
142,002
-4,643
2490
$1.9M ﹤0.01%
9,136
+4,221
2491
$1.9M ﹤0.01%
79,549
+9,642
2492
$1.9M ﹤0.01%
103,033
+6,928
2493
$1.9M ﹤0.01%
133,610
-79,346
2494
$1.9M ﹤0.01%
106,536
-20,723
2495
$1.9M ﹤0.01%
44,090
-2,271
2496
$1.9M ﹤0.01%
174,855
-3,294
2497
$1.89M ﹤0.01%
+87,036
2498
$1.89M ﹤0.01%
108,552
-12,825
2499
$1.89M ﹤0.01%
19,041
+8,298
2500
$1.89M ﹤0.01%
45,027
-452,646