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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.5M ﹤0.01%
145,510
+43,112
2502
$2.5M ﹤0.01%
486,980
-68,940
2503
$2.5M ﹤0.01%
170,863
+2,327
2504
$2.49M ﹤0.01%
123,675
+6,521
2505
$2.49M ﹤0.01%
586,763
-165,663
2506
$2.49M ﹤0.01%
31,880
-284,719
2507
$2.49M ﹤0.01%
58,738
+21,519
2508
$2.48M ﹤0.01%
+2,140,334
2509
$2.48M ﹤0.01%
119,597
-1,394
2510
$2.48M ﹤0.01%
70,674
-23,539
2511
$2.48M ﹤0.01%
40,469
+2,663
2512
$2.48M ﹤0.01%
65,136
-9,034
2513
$2.47M ﹤0.01%
99,850
-7,388
2514
$2.46M ﹤0.01%
166,456
+94,542
2515
$2.45M ﹤0.01%
125,008
-4,505
2516
$2.44M ﹤0.01%
78,906
-5,580
2517
$2.44M ﹤0.01%
197,288
-15,244
2518
$2.44M ﹤0.01%
418,905
+93,829
2519
$2.43M ﹤0.01%
201,123
+19,329
2520
$2.43M ﹤0.01%
317,577
+138,939
2521
$2.42M ﹤0.01%
12,385
+459
2522
$2.41M ﹤0.01%
26,531
+1,014
2523
$2.41M ﹤0.01%
115,334
+5,914
2524
$2.41M ﹤0.01%
695,812
+157,374
2525
$2.4M ﹤0.01%
65,678
-35,823