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
2551
$1.42M ﹤0.01%
182,871
+12,148
2552
$1.41M ﹤0.01%
+5,377
2553
$1.41M ﹤0.01%
+38,502
2554
$1.41M ﹤0.01%
56,871
-237
2555
$1.41M ﹤0.01%
67,423
-8,646
2556
$1.41M ﹤0.01%
15,399
+30
2557
$1.4M ﹤0.01%
46,222
+3,324
2558
$1.4M ﹤0.01%
71,371
+56,599
2559
$1.4M ﹤0.01%
59,082
+41,682
2560
$1.4M ﹤0.01%
35,020
+2,290
2561
$1.39M ﹤0.01%
5,235
-2,060
2562
$1.39M ﹤0.01%
179,616
-238,171
2563
$1.39M ﹤0.01%
50,778
-2,772
2564
$1.39M ﹤0.01%
66,197
+2,357
2565
$1.39M ﹤0.01%
70,159
-2,570
2566
$1.38M ﹤0.01%
1,741
-2,174
2567
$1.38M ﹤0.01%
56,125
+5,023
2568
$1.38M ﹤0.01%
58,669
+14,565
2569
$1.38M ﹤0.01%
130,538
+43,941
2570
$1.38M ﹤0.01%
36,942
-2,999
2571
$1.38M ﹤0.01%
15,241
+943
2572
$1.38M ﹤0.01%
23,911
-1,961
2573
$1.38M ﹤0.01%
98,257
+4,289
2574
$1.37M ﹤0.01%
11,586
-863
2575
$1.37M ﹤0.01%
39,279
+1,847