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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.26M ﹤0.01%
68,162
+48,621
2777
$1.25M ﹤0.01%
74,558
-203,689
2778
$1.25M ﹤0.01%
103,501
+43,004
2779
$1.25M ﹤0.01%
52,423
+9,003
2780
$1.25M ﹤0.01%
13,630
-1,519,077
2781
$1.24M ﹤0.01%
217,414
-123,444
2782
$1.24M ﹤0.01%
60,704
-38,419
2783
$1.24M ﹤0.01%
51,037
+41,317
2784
$1.24M ﹤0.01%
448,014
-239,325
2785
$1.24M ﹤0.01%
43,679
+4,163
2786
$1.24M ﹤0.01%
66,167
-53,982
2787
$1.24M ﹤0.01%
67,656
+4,056
2788
$1.24M ﹤0.01%
208,849
+190,987
2789
$1.23M ﹤0.01%
63,778
-2,641
2790
$1.23M ﹤0.01%
35,592
+12,906
2791
$1.23M ﹤0.01%
70,089
-35,961
2792
$1.23M ﹤0.01%
31,736
+5,863
2793
$1.22M ﹤0.01%
73,754
-18,946
2794
$1.22M ﹤0.01%
47,542
-95
2795
$1.22M ﹤0.01%
96,588
+21,140
2796
$1.22M ﹤0.01%
98,878
+37,438
2797
$1.22M ﹤0.01%
28,162
+18,965
2798
$1.21M ﹤0.01%
37,726
-8,266
2799
$1.21M ﹤0.01%
97,353
+25,656
2800
$1.21M ﹤0.01%
75,913
+7,264