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
2651
$1.17M ﹤0.01%
18,455
-2,932
2652
$1.16M ﹤0.01%
12,629
-2,138
2653
$1.16M ﹤0.01%
21,690
+301
2654
$1.16M ﹤0.01%
86,522
+28,124
2655
$1.16M ﹤0.01%
60,710
+737
2656
$1.16M ﹤0.01%
22,980
+244
2657
$1.15M ﹤0.01%
46,554
-6,237
2658
$1.15M ﹤0.01%
205,481
+15,876
2659
$1.15M ﹤0.01%
168,502
+103,661
2660
$1.15M ﹤0.01%
115,382
-1,291,260
2661
$1.15M ﹤0.01%
44,340
+626
2662
$1.14M ﹤0.01%
283,916
-41,917
2663
$1.14M ﹤0.01%
+15,630
2664
$1.14M ﹤0.01%
354,979
-2,575
2665
$1.14M ﹤0.01%
70,201
+25,576
2666
$1.14M ﹤0.01%
102,506
+31,316
2667
$1.14M ﹤0.01%
238,703
-27,160
2668
$1.13M ﹤0.01%
19,487
+1,376
2669
$1.13M ﹤0.01%
147,586
-56,067
2670
$1.13M ﹤0.01%
97,002
-7,149
2671
$1.13M ﹤0.01%
71,202
+53,091
2672
$1.13M ﹤0.01%
437,694
+9,396
2673
$1.13M ﹤0.01%
28,329
+946
2674
$1.13M ﹤0.01%
17,343
-10,986
2675
$1.12M ﹤0.01%
91,893
-2,920