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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$1.22M ﹤0.01%
67,454
+36,077
2627
$1.22M ﹤0.01%
250,185
-48,125
2628
$1.21M ﹤0.01%
136,551
-28,931
2629
$1.21M ﹤0.01%
257,834
-38,047
2630
$1.21M ﹤0.01%
23,784
-430
2631
$1.21M ﹤0.01%
320,377
2632
$1.21M ﹤0.01%
22,407
-14,744
2633
$1.21M ﹤0.01%
89,012
-33,709
2634
$1.21M ﹤0.01%
30,554
+436
2635
$1.21M ﹤0.01%
36,049
-4,690
2636
$1.2M ﹤0.01%
79,889
+20,243
2637
$1.2M ﹤0.01%
58,242
-31,663
2638
$1.2M ﹤0.01%
63,167
-297,417
2639
$1.2M ﹤0.01%
51,214
-6,150
2640
$1.2M ﹤0.01%
119,954
-54,582
2641
$1.2M ﹤0.01%
78,686
+21,005
2642
$1.19M ﹤0.01%
50,197
-109,415
2643
$1.19M ﹤0.01%
89,458
-6,158
2644
$1.19M ﹤0.01%
88,043
-4,300
2645
$1.19M ﹤0.01%
92,262
-4,421
2646
$1.19M ﹤0.01%
92,844
+7,297
2647
$1.18M ﹤0.01%
31,949
+25,808
2648
$1.18M ﹤0.01%
74,210
-12,401
2649
$1.18M ﹤0.01%
108,609
-8,733
2650
$1.17M ﹤0.01%
25,157
-3,392