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
2751
$1.07M ﹤0.01%
29,207
-56,739
2752
$1.07M ﹤0.01%
65,391
-1,340
2753
$1.07M ﹤0.01%
357,568
+95,769
2754
$1.06M ﹤0.01%
91,003
-1,280
2755
$1.06M ﹤0.01%
70,488
+4,675
2756
$1.06M ﹤0.01%
5,882
-1,024
2757
$1.06M ﹤0.01%
39,763
-155,310
2758
$1.05M ﹤0.01%
42,096
+29,608
2759
$1.05M ﹤0.01%
117,804
2760
$1.05M ﹤0.01%
209,529
-38,422
2761
$1.05M ﹤0.01%
22,431
+1,192
2762
$1.05M ﹤0.01%
15,236
+1,371
2763
$1.05M ﹤0.01%
49,302
-9,079
2764
$1.05M ﹤0.01%
12,068
-2,316
2765
$1.05M ﹤0.01%
61,669
+386
2766
$1.04M ﹤0.01%
28,830
+308
2767
$1.04M ﹤0.01%
39,568
+3,508
2768
$1.04M ﹤0.01%
34,703
+2,486
2769
$1.04M ﹤0.01%
125,903
-117,058
2770
$1.04M ﹤0.01%
83,193
-1,076
2771
$1.04M ﹤0.01%
46,332
+205
2772
$1.04M ﹤0.01%
104,925
-2,491
2773
$1.03M ﹤0.01%
56,563
+2,740
2774
$1.03M ﹤0.01%
454,622
-10,469
2775
$1.03M ﹤0.01%
74,609
-1,334