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
2576
$1.16M ﹤0.01%
8,492
-1,689
2577
$1.16M ﹤0.01%
35,627
+232
2578
$1.15M ﹤0.01%
44,359
-22,219
2579
$1.15M ﹤0.01%
36,208
-2,248
2580
$1.15M ﹤0.01%
107,894
-283,681
2581
$1.15M ﹤0.01%
95,668
+2,020
2582
$1.15M ﹤0.01%
98,902
+33,872
2583
$1.15M ﹤0.01%
94,813
-5,282
2584
$1.14M ﹤0.01%
25,137
-5,871
2585
$1.13M ﹤0.01%
663,105
-90,661
2586
$1.13M ﹤0.01%
160,947
+7,250
2587
$1.12M ﹤0.01%
140,580
-105,452
2588
$1.12M ﹤0.01%
91,680
-5,360
2589
$1.12M ﹤0.01%
113,802
-19,831
2590
$1.12M ﹤0.01%
1,052,704
+172,092
2591
$1.11M ﹤0.01%
71,499
+35,482
2592
$1.11M ﹤0.01%
168,804
-52,581
2593
$1.11M ﹤0.01%
202,221
+98,337
2594
$1.1M ﹤0.01%
128,200
+51,745
2595
$1.1M ﹤0.01%
93,727
-20,318
2596
$1.1M ﹤0.01%
144,751
+32,837
2597
$1.1M ﹤0.01%
304,786
+50,577
2598
$1.09M ﹤0.01%
20,016
-11,094
2599
$1.09M ﹤0.01%
+13,450
2600
$1.09M ﹤0.01%
145,517
+96,727