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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$1.31M ﹤0.01%
2,004
+177
2627
$1.31M ﹤0.01%
199,205
+100,107
2628
$1.31M ﹤0.01%
60,720
+7,860
2629
$1.31M ﹤0.01%
61,190
-6,489
2630
$1.31M ﹤0.01%
125,992
+1,543
2631
$1.31M ﹤0.01%
19,547
+7,354
2632
$1.3M ﹤0.01%
111,003
-13,215
2633
$1.3M ﹤0.01%
56,636
+4,992
2634
$1.3M ﹤0.01%
31,918
+3,557
2635
$1.3M ﹤0.01%
42,896
+259
2636
$1.3M ﹤0.01%
88,467
+8,471
2637
$1.3M ﹤0.01%
+335,236
2638
$1.29M ﹤0.01%
31,702
+383
2639
$1.29M ﹤0.01%
76,239
-22,070
2640
$1.29M ﹤0.01%
368,931
+6,605
2641
$1.29M ﹤0.01%
78,628
-72,303
2642
$1.28M ﹤0.01%
126,371
+3,345
2643
$1.28M ﹤0.01%
+227,923
2644
$1.28M ﹤0.01%
118,320
+16,051
2645
$1.28M ﹤0.01%
293,895
+23,051
2646
$1.28M ﹤0.01%
12,083
+1,610
2647
$1.27M ﹤0.01%
19,668
+7,688
2648
$1.27M ﹤0.01%
63,432
+8,231
2649
$1.27M ﹤0.01%
44,613
-8,859
2650
$1.27M ﹤0.01%
14,616
-360