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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.68M ﹤0.01%
292,182
-1,787,123
2477
$1.68M ﹤0.01%
141,838
-50,266
2478
$1.68M ﹤0.01%
65,177
-79,552
2479
$1.68M ﹤0.01%
154,563
-14,759
2480
$1.68M ﹤0.01%
342,715
+23,290
2481
$1.67M ﹤0.01%
325,484
+41,030
2482
$1.67M ﹤0.01%
258,169
-29,512
2483
$1.66M ﹤0.01%
127,660
-6,556
2484
$1.66M ﹤0.01%
1,016,114
+25,256
2485
$1.65M ﹤0.01%
1,198,340
+9,310
2486
$1.65M ﹤0.01%
236,386
-1,293,160
2487
$1.64M ﹤0.01%
153,162
-4,186
2488
$1.64M ﹤0.01%
33,750
-116,000
2489
$1.64M ﹤0.01%
135,757
-35,379
2490
$1.63M ﹤0.01%
106,130
-21,153
2491
$1.62M ﹤0.01%
76,060
-5,301
2492
$1.62M ﹤0.01%
87,669
-2,891
2493
$1.62M ﹤0.01%
5,217
-230,138
2494
$1.62M ﹤0.01%
24,666
-3,999
2495
$1.61M ﹤0.01%
80,610
-36,290
2496
$1.61M ﹤0.01%
2,147,925
-83,040
2497
$1.61M ﹤0.01%
27,179
-663,478
2498
$1.61M ﹤0.01%
98,294
-21,906
2499
$1.6M ﹤0.01%
79,027
-6,900
2500
$1.6M ﹤0.01%
55,679
-3,541