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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.68M ﹤0.01%
82,989
-30,242
2502
$1.67M ﹤0.01%
99,900
+51,469
2503
$1.67M ﹤0.01%
19,860
+15,198
2504
$1.66M ﹤0.01%
130,219
-24,437
2505
$1.66M ﹤0.01%
21,297
+4,321
2506
$1.66M ﹤0.01%
29,023
+7,175
2507
$1.66M ﹤0.01%
92,108
-412,302
2508
$1.66M ﹤0.01%
163,103
+27,430
2509
$1.66M ﹤0.01%
59,356
-6,959
2510
$1.66M ﹤0.01%
84,550
-142,800
2511
$1.66M ﹤0.01%
115,093
+6,022
2512
$1.65M ﹤0.01%
38,445
-2,595
2513
$1.65M ﹤0.01%
135,309
+15,058
2514
$1.65M ﹤0.01%
46,881
+1,959
2515
$1.64M ﹤0.01%
14,039
-66,919
2516
$1.64M ﹤0.01%
90,512
+5,368
2517
$1.64M ﹤0.01%
+53,472
2518
$1.63M ﹤0.01%
79,996
+38,262
2519
$1.62M ﹤0.01%
142,281
-226,665
2520
$1.62M ﹤0.01%
66,209
+20,054
2521
$1.61M ﹤0.01%
40,446
+3,785
2522
$1.61M ﹤0.01%
149,341
+99,629
2523
$1.61M ﹤0.01%
50,275
-1,080,074
2524
$1.61M ﹤0.01%
182,504
+12,116
2525
$1.61M ﹤0.01%
105,008
+69,274