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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.52M ﹤0.01%
117,454
-97,627
2502
$1.52M ﹤0.01%
35,934
+494
2503
$1.52M ﹤0.01%
10,314
+540
2504
$1.51M ﹤0.01%
28,138
-75,721
2505
$1.51M ﹤0.01%
53,118
+2,158
2506
$1.51M ﹤0.01%
105,782
+6,368
2507
$1.51M ﹤0.01%
153,464
-5,031
2508
$1.5M ﹤0.01%
42,345
-12,182
2509
$1.5M ﹤0.01%
27,086
-2,692
2510
$1.5M ﹤0.01%
205,422
+2,172
2511
$1.49M ﹤0.01%
85,482
-3,759
2512
$1.49M ﹤0.01%
106,528
+15,402
2513
$1.49M ﹤0.01%
29,982
+726
2514
$1.49M ﹤0.01%
66,050
-598,980
2515
$1.48M ﹤0.01%
179,855
-52,411
2516
$1.48M ﹤0.01%
13,851
-26,250
2517
$1.48M ﹤0.01%
123,146
-152,267
2518
$1.47M ﹤0.01%
323,008
+18,688
2519
$1.47M ﹤0.01%
+4,108
2520
$1.47M ﹤0.01%
118,808
+3,070
2521
$1.47M ﹤0.01%
25,503
+926
2522
$1.47M ﹤0.01%
59,100
+3,592
2523
$1.47M ﹤0.01%
110,186
-5,371
2524
$1.47M ﹤0.01%
115,066
-6,148
2525
$1.47M ﹤0.01%
47,334
+2,934