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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$1.06M ﹤0.01%
3,928
+140
2752
-26,106
2753
$1.05M ﹤0.01%
60,011
+9,990
2754
$1.05M ﹤0.01%
37,496
-14,046
2755
$1.05M ﹤0.01%
45,298
+1,222
2756
$1.05M ﹤0.01%
102,446
+11,863
2757
$1.05M ﹤0.01%
206,991
-3,015
2758
$1.04M ﹤0.01%
98,195
-7,060
2759
$1.04M ﹤0.01%
57,430
+6,507
2760
$1.04M ﹤0.01%
61,148
+1,068
2761
$1.03M ﹤0.01%
69,909
-13,284
2762
$1.03M ﹤0.01%
35,664
+1,375
2763
$1.03M ﹤0.01%
80,613
-148,209
2764
$1.03M ﹤0.01%
90,180
-14,582
2765
$1.03M ﹤0.01%
57,966
+1,703
2766
$1.03M ﹤0.01%
384
-921
2767
$1.03M ﹤0.01%
13,279
-469
2768
$1.03M ﹤0.01%
+39,965
2769
$1.03M ﹤0.01%
33,110
+2,580
2770
$1.02M ﹤0.01%
147,712
-6,862
2771
$1.02M ﹤0.01%
12,459
-14,207
2772
$1.02M ﹤0.01%
316,829
+18,823
2773
$1.01M ﹤0.01%
35,997
+2,208
2774
$1.01M ﹤0.01%
31,445
+1,931
2775
$1.01M ﹤0.01%
31,897
-16,021