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
2726
$978K ﹤0.01%
1,098,443
-110,735
2727
$975K ﹤0.01%
+23,804
2728
$971K ﹤0.01%
239,434
+15,490
2729
$970K ﹤0.01%
128,267
+8,447
2730
$969K ﹤0.01%
75,319
-18,408
2731
$962K ﹤0.01%
43,998
-195,070
2732
$958K ﹤0.01%
127,528
-6,438
2733
$948K ﹤0.01%
39,748
+6,601
2734
$948K ﹤0.01%
88,505
+24,951
2735
$947K ﹤0.01%
121,179
-5,310
2736
$947K ﹤0.01%
91,454
-2,286
2737
$945K ﹤0.01%
51,291
-9,972
2738
$941K ﹤0.01%
40,522
+29,628
2739
$939K ﹤0.01%
+272,978
2740
$939K ﹤0.01%
25,224
-2,673
2741
$939K ﹤0.01%
166,776
+7,254
2742
$933K ﹤0.01%
75,043
+3,587
2743
$927K ﹤0.01%
128,588
-1,360
2744
$926K ﹤0.01%
56,633
+5,299
2745
$926K ﹤0.01%
36,365
+11,774
2746
$920K ﹤0.01%
+96,294
2747
$918K ﹤0.01%
2,860,361
-1,679,513
2748
$916K ﹤0.01%
27,986
+199
2749
$915K ﹤0.01%
7,932
+2,245
2750
$914K ﹤0.01%
61,678
-94,356