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
2601
$1.3M ﹤0.01%
33,813
-299,558
2602
$1.3M ﹤0.01%
+45,755
2603
$1.29M ﹤0.01%
51,251
+134
2604
$1.29M ﹤0.01%
93,806
+1,546
2605
$1.29M ﹤0.01%
48,775
+25,168
2606
$1.29M ﹤0.01%
49,555
-493,719
2607
$1.29M ﹤0.01%
26,806
-9,359
2608
$1.29M ﹤0.01%
43,462
-1,054
2609
$1.29M ﹤0.01%
112,872
+6,241
2610
$1.29M ﹤0.01%
67,803
+4,014
2611
$1.29M ﹤0.01%
130,910
+121,368
2612
$1.29M ﹤0.01%
7,430
+4,738
2613
$1.29M ﹤0.01%
26,109
+12,169
2614
$1.29M ﹤0.01%
237,058
-30,201
2615
$1.29M ﹤0.01%
80,975
+2,229
2616
$1.28M ﹤0.01%
74,169
+64,287
2617
$1.28M ﹤0.01%
37,076
-5,453
2618
$1.27M ﹤0.01%
174,999
-667
2619
$1.27M ﹤0.01%
50,285
-12,590
2620
$1.27M ﹤0.01%
42,269
-68,750
2621
$1.27M ﹤0.01%
42,784
-35,166
2622
$1.27M ﹤0.01%
88,540
-7,591
2623
$1.27M ﹤0.01%
26,729
-2,064
2624
$1.27M ﹤0.01%
51,179
+3,413
2625
$1.27M ﹤0.01%
69,565
+8,503