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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$1.14M ﹤0.01%
122,305
-2,754
2677
$1.14M ﹤0.01%
96,700
+5,697
2678
$1.14M ﹤0.01%
457,417
-5,187
2679
$1.13M ﹤0.01%
55,137
+2,060
2680
$1.13M ﹤0.01%
84,680
+3,429
2681
$1.13M ﹤0.01%
84,163
-42,297
2682
$1.13M ﹤0.01%
51,117
+19,592
2683
$1.13M ﹤0.01%
61,543
+2,775
2684
$1.13M ﹤0.01%
63,789
+1,910
2685
$1.13M ﹤0.01%
135,158
-148,461
2686
$1.13M ﹤0.01%
53,550
+4,248
2687
$1.13M ﹤0.01%
22,674
+584
2688
$1.13M ﹤0.01%
61,132
+2,358
2689
$1.12M ﹤0.01%
93,656
-3,203
2690
$1.12M ﹤0.01%
19,945
-20,510
2691
$1.12M ﹤0.01%
63,667
+235
2692
$1.12M ﹤0.01%
44,440
-685
2693
$1.12M ﹤0.01%
164,381
+45,955
2694
$1.12M ﹤0.01%
8
+1
2695
$1.11M ﹤0.01%
17,849
-1,184
2696
$1.11M ﹤0.01%
35,496
+29,556
2697
$1.11M ﹤0.01%
298,379
+83,238
2698
$1.1M ﹤0.01%
113,163
-4,968
2699
$1.1M ﹤0.01%
83,193
-9,708
2700
$1.1M ﹤0.01%
79,150
+4,821