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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1.82M ﹤0.01%
169,932
+37,569
2527
$1.82M ﹤0.01%
57,839
+9,995
2528
$1.81M ﹤0.01%
54,079
-49,333
2529
$1.8M ﹤0.01%
69,477
-2,342
2530
$1.8M ﹤0.01%
128,806
+63,370
2531
$1.8M ﹤0.01%
126,381
+52,045
2532
$1.79M ﹤0.01%
329,767
+67,428
2533
$1.79M ﹤0.01%
79,282
-671
2534
$1.79M ﹤0.01%
42,276
+21,472
2535
$1.79M ﹤0.01%
136,690
-13,105
2536
$1.79M ﹤0.01%
31,177
+8,645
2537
$1.79M ﹤0.01%
67,534
-16,242
2538
$1.79M ﹤0.01%
44,026
+9,672
2539
$1.78M ﹤0.01%
245,048
+266
2540
$1.78M ﹤0.01%
255,997
+33,837
2541
$1.77M ﹤0.01%
28,798
-1,955
2542
$1.77M ﹤0.01%
40,496
-1,281
2543
$1.76M ﹤0.01%
35,084
+1,589
2544
$1.76M ﹤0.01%
16,720
+347
2545
$1.76M ﹤0.01%
177,382
+32,988
2546
$1.75M ﹤0.01%
+75,522
2547
$1.75M ﹤0.01%
+68,236
2548
$1.75M ﹤0.01%
82,768
-91,350
2549
$1.75M ﹤0.01%
173,504
+42,213
2550
$1.75M ﹤0.01%
76,727
+41,267