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
2626
$1.02M ﹤0.01%
2,409,981
+1,987,447
2627
$1.01M ﹤0.01%
35,656
-3,569
2628
$1.01M ﹤0.01%
5,087
-1,047
2629
$1.01M ﹤0.01%
15,177
-2,391
2630
$1.01M ﹤0.01%
30,118
-4,729
2631
$1.01M ﹤0.01%
305,998
+111,636
2632
$1M ﹤0.01%
214,306
+4,861
2633
$997K ﹤0.01%
249,207
+192,500
2634
$996K ﹤0.01%
5,702
+1,988
2635
$995K ﹤0.01%
11,484
-1,720
2636
$992K ﹤0.01%
149,361
+109,258
2637
$989K ﹤0.01%
81,663
-42,394
2638
$986K ﹤0.01%
5,341,330
+1,037,627
2639
$985K ﹤0.01%
68,124
+3,820
2640
$984K ﹤0.01%
22,736
-3,737
2641
$984K ﹤0.01%
159,855
-51,460
2642
$983K ﹤0.01%
11,945
-1,967
2643
$982K ﹤0.01%
126,660
-4,152
2644
$978K ﹤0.01%
39,336
-29,701
2645
$977K ﹤0.01%
10,949
+7,467
2646
$976K ﹤0.01%
81,647
-20,735
2647
$976K ﹤0.01%
65,348
-2,193
2648
$976K ﹤0.01%
80,983
+10,937
2649
$974K ﹤0.01%
82,295
-54,264
2650
$970K ﹤0.01%
93,990
+49,470