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
2751
$778K ﹤0.01%
18,131
-290
2752
$777K ﹤0.01%
61,782
-19,664
2753
$776K ﹤0.01%
35,419
+3,227
2754
$775K ﹤0.01%
32,712
+11,612
2755
$770K ﹤0.01%
84,107
+4,503
2756
$767K ﹤0.01%
15,244
+2,749
2757
$766K ﹤0.01%
100,087
-13,385
2758
$765K ﹤0.01%
64,020
+2,517
2759
$765K ﹤0.01%
145,852
-52,984
2760
$765K ﹤0.01%
297,979
+134,824
2761
$764K ﹤0.01%
97,032
+23,129
2762
$761K ﹤0.01%
990,858
-277,555
2763
$761K ﹤0.01%
+70,339
2764
$761K ﹤0.01%
107,478
+36,297
2765
$761K ﹤0.01%
184,736
-23,611
2766
$757K ﹤0.01%
2,742
+318
2767
$756K ﹤0.01%
58,624
2768
$753K ﹤0.01%
46,148
+1,496
2769
$752K ﹤0.01%
74,731
+53,902
2770
$751K ﹤0.01%
177,851
-87,938
2771
$751K ﹤0.01%
156,699
-18,783
2772
$749K ﹤0.01%
12,605
-8,388
2773
$748K ﹤0.01%
6,323
-4
2774
$747K ﹤0.01%
271,675
-151,592
2775
$746K ﹤0.01%
45,597
-7,290