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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$1.62M ﹤0.01%
159,626
-67,064
2602
$1.62M ﹤0.01%
82,588
-352,241
2603
$1.62M ﹤0.01%
191,126
-40,465
2604
$1.62M ﹤0.01%
262,418
-42,464
2605
$1.61M ﹤0.01%
28,446
-4,382
2606
$1.61M ﹤0.01%
39,579
-2,811
2607
$1.61M ﹤0.01%
9,114
+6,569
2608
$1.61M ﹤0.01%
148,138
+1,844
2609
$1.61M ﹤0.01%
28,871
-15,481
2610
$1.6M ﹤0.01%
32,156
+13,993
2611
$1.6M ﹤0.01%
108,993
-976
2612
$1.6M ﹤0.01%
119,697
-7,513
2613
$1.6M ﹤0.01%
93,850
-6,754
2614
$1.59M ﹤0.01%
111,897
+11,640
2615
$1.59M ﹤0.01%
26,543
+4,245
2616
$1.59M ﹤0.01%
116,667
+28,704
2617
$1.58M ﹤0.01%
422,340
-56,335
2618
$1.58M ﹤0.01%
22,803
-2,980
2619
$1.58M ﹤0.01%
241,239
-112,488
2620
$1.57M ﹤0.01%
143,834
+7,707
2621
$1.57M ﹤0.01%
32,200
-2,335
2622
$1.56M ﹤0.01%
23,270
-107,445
2623
$1.56M ﹤0.01%
58,716
+1,141
2624
$1.56M ﹤0.01%
64,953
-5,284
2625
$1.55M ﹤0.01%
245,835
+172,904