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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.5M ﹤0.01%
63,728
-921
2502
$1.5M ﹤0.01%
62,875
+19,450
2503
$1.5M ﹤0.01%
118,142
-11,194
2504
$1.5M ﹤0.01%
35,208
-24,358
2505
$1.49M ﹤0.01%
36,151
+1,213
2506
$1.49M ﹤0.01%
253,085
-539,175
2507
$1.48M ﹤0.01%
39,941
-773
2508
$1.48M ﹤0.01%
53,839
-21,961
2509
$1.48M ﹤0.01%
99,414
+2,761
2510
$1.47M ﹤0.01%
124,518
-2,160
2511
$1.47M ﹤0.01%
37,514
-5,905
2512
$1.47M ﹤0.01%
129,533
+14,315
2513
$1.47M ﹤0.01%
14,722
+46
2514
$1.46M ﹤0.01%
119,045
-882
2515
$1.46M ﹤0.01%
267,259
+5,832
2516
$1.46M ﹤0.01%
27,479
-7,821
2517
$1.46M ﹤0.01%
53,290
-210
2518
$1.46M ﹤0.01%
75,622
+2,466
2519
$1.45M ﹤0.01%
57,770
-7,545
2520
$1.45M ﹤0.01%
76,069
-20,023
2521
$1.45M ﹤0.01%
42,348
-1,438
2522
$1.44M ﹤0.01%
63,840
+23,398
2523
$1.44M ﹤0.01%
237,166
+26,818
2524
$1.44M ﹤0.01%
49,708
-197,898
2525
$1.44M ﹤0.01%
114,710
+99,385