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
2751
$913K ﹤0.01%
111,551
-16,649
2752
$909K ﹤0.01%
63,630
-18,017
2753
$905K ﹤0.01%
36,277
-13,329
2754
$905K ﹤0.01%
1,387,630
+172,133
2755
$900K ﹤0.01%
50,599
-30,611
2756
$893K ﹤0.01%
88,895
+13,535
2757
$889K ﹤0.01%
64,616
-3,508
2758
$887K ﹤0.01%
228,578
-27,420
2759
$885K ﹤0.01%
+56,561
2760
$885K ﹤0.01%
79,941
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2761
$880K ﹤0.01%
110,210
+2,576
2762
$879K ﹤0.01%
531,236
-243,208
2763
$875K ﹤0.01%
6,321
-53,151
2764
$874K ﹤0.01%
46,860
-73,843
2765
$874K ﹤0.01%
73,591
-930,249
2766
$870K ﹤0.01%
66,142
-30,890
2767
$867K ﹤0.01%
28,492
-3,977
2768
$866K ﹤0.01%
66,155
+231
2769
$865K ﹤0.01%
153,094
+2,499
2770
$863K ﹤0.01%
13,356
-2,534
2771
$862K ﹤0.01%
24,980
-4,699
2772
$862K ﹤0.01%
24,230
-11,397
2773
$862K ﹤0.01%
73,155
-37,143
2774
$861K ﹤0.01%
28,134
-1,886
2775
$860K ﹤0.01%
10,917
-11,599