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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$1.25M ﹤0.01%
+44,363
2752
$1.25M ﹤0.01%
90,091
+37,618
2753
$1.24M ﹤0.01%
53,463
-69,042
2754
$1.24M ﹤0.01%
168,180
-162,368
2755
$1.24M ﹤0.01%
26,219
-190,031
2756
$1.24M ﹤0.01%
11,306
-1,138
2757
$1.24M ﹤0.01%
80,138
-169,788
2758
$1.24M ﹤0.01%
100,664
-689
2759
$1.23M ﹤0.01%
140,053
-165,330
2760
$1.23M ﹤0.01%
6,832
+436
2761
$1.23M ﹤0.01%
89,924
-268,940
2762
$1.23M ﹤0.01%
551,377
+94,580
2763
$1.23M ﹤0.01%
11,939
-323
2764
$1.23M ﹤0.01%
56,902
+7,021
2765
$1.23M ﹤0.01%
65,445
+3,371
2766
$1.23M ﹤0.01%
18,076
-3,955
2767
$1.22M ﹤0.01%
102,422
-15,159
2768
$1.22M ﹤0.01%
114,590
-37,779
2769
$1.22M ﹤0.01%
61,681
-8,624
2770
$1.22M ﹤0.01%
8,683
-2,219
2771
$1.22M ﹤0.01%
644,410
+114,437
2772
$1.22M ﹤0.01%
20,678
-1,600
2773
$1.22M ﹤0.01%
92,030
-4,639
2774
$1.21M ﹤0.01%
3,301,952
+1,618,900
2775
$1.21M ﹤0.01%
119,254
-26,463