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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.23M ﹤0.01%
40,739
+10,076
2552
$1.23M ﹤0.01%
429,373
+84,398
2553
$1.23M ﹤0.01%
+114,417
2554
$1.21M ﹤0.01%
92,343
-5,523
2555
$1.21M ﹤0.01%
96,683
-5,773
2556
$1.21M ﹤0.01%
165,482
+41,892
2557
$1.21M ﹤0.01%
3,484
-492
2558
$1.21M ﹤0.01%
95,616
-5,526
2559
$1.2M ﹤0.01%
21,174
+8,122
2560
$1.2M ﹤0.01%
774,444
-28,564
2561
$1.2M ﹤0.01%
110,298
-69,210
2562
$1.2M ﹤0.01%
63,419
-44,174
2563
$1.2M ﹤0.01%
52,791
+13,971
2564
$1.19M ﹤0.01%
24,214
-4,079
2565
$1.19M ﹤0.01%
383,701
+271,620
2566
$1.18M ﹤0.01%
4,539,874
+2,344,391
2567
$1.18M ﹤0.01%
103,858
-62,739
2568
$1.17M ﹤0.01%
138,506
+64,885
2569
$1.17M ﹤0.01%
116,538
+18,545
2570
$1.17M ﹤0.01%
126,489
+3,215
2571
$1.17M ﹤0.01%
375,974
+75,609
2572
$1.17M ﹤0.01%
300,984
+23,638
2573
$1.17M ﹤0.01%
16,459
+4,832
2574
$1.16M ﹤0.01%
67,837
+13,510
2575
$1.16M ﹤0.01%
+380,966