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
2651
$1.27M ﹤0.01%
112,059
+5,275
2652
$1.26M ﹤0.01%
+2,530
2653
$1.26M ﹤0.01%
7
2654
$1.26M ﹤0.01%
49,105
+114
2655
$1.26M ﹤0.01%
86,658
-28,582
2656
$1.26M ﹤0.01%
34,110
-970
2657
$1.26M ﹤0.01%
46,839
+46,331
2658
$1.26M ﹤0.01%
89,376
+3,395
2659
$1.25M ﹤0.01%
52,399
-6,036
2660
$1.25M ﹤0.01%
27,299
-227,032
2661
$1.25M ﹤0.01%
61,879
+605
2662
$1.24M ﹤0.01%
+50,800
2663
$1.24M ﹤0.01%
74,566
-22,985
2664
$1.24M ﹤0.01%
215,141
-283,444
2665
$1.24M ﹤0.01%
61,442
+673
2666
$1.24M ﹤0.01%
88,186
-5,645
2667
$1.24M ﹤0.01%
33,788
+4,377
2668
$1.24M ﹤0.01%
157,746
-40,852
2669
$1.24M ﹤0.01%
30,682
-93,035
2670
$1.24M ﹤0.01%
359,204
-882
2671
$1.24M ﹤0.01%
53,077
-4,579
2672
$1.23M ﹤0.01%
45,771
-259
2673
$1.23M ﹤0.01%
16,297
-36,162
2674
$1.23M ﹤0.01%
62,953
-15,069
2675
$1.23M ﹤0.01%
92,087
+7,600