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
2676
$926K ﹤0.01%
+77,835
2677
$919K ﹤0.01%
27,787
+1,250
2678
$918K ﹤0.01%
8,202
+4,677
2679
$912K ﹤0.01%
58,270
+2,614
2680
$909K ﹤0.01%
279,738
+22,063
2681
$908K ﹤0.01%
35,374
-9,609
2682
$906K ﹤0.01%
14,546
+4,706
2683
$905K ﹤0.01%
19,278
-9,000
2684
$904K ﹤0.01%
97,066
-11,318
2685
$904K ﹤0.01%
25,450
-22,752
2686
$902K ﹤0.01%
78,574
-9,830
2687
$897K ﹤0.01%
88,100
-64,362
2688
$894K ﹤0.01%
43,828
-2,732
2689
$892K ﹤0.01%
45,025
-3,304
2690
$890K ﹤0.01%
120,569
+103,839
2691
$889K ﹤0.01%
+6,148
2692
$881K ﹤0.01%
53,574
+954
2693
$879K ﹤0.01%
+92,058
2694
$879K ﹤0.01%
26,855
+3,334
2695
$878K ﹤0.01%
111,887
+42,322
2696
$878K ﹤0.01%
9,336
-2,704
2697
$871K ﹤0.01%
32,024
-17,158
2698
$869K ﹤0.01%
61,263
+12,105
2699
$868K ﹤0.01%
59,646
+31,359
2700
$863K ﹤0.01%
21,429
-4,593