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
$277B
AUM Growth
+$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1 +$328M
2 +$283M
3 +$254M
4
ASML icon
ASML
ASML
+$245M
5
BKR icon
Baker Hughes
BKR
+$207M

Top Sells

1 +$306M
2 +$275M
3 +$217M
4
IBM icon
IBM
IBM
+$203M
5
SPG icon
Simon Property Group
SPG
+$194M

Sector Composition

1 Technology 17.46%
2 Financials 15.06%
3 Healthcare 11.07%
4 Consumer Discretionary 10.27%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.27M ﹤0.01%
208,625
-3,280
2777
$1.27M ﹤0.01%
27,862
+2,295
2778
$1.27M ﹤0.01%
26,895
-1,006
2779
$1.27M ﹤0.01%
588,537
+4,496
2780
$1.26M ﹤0.01%
+67,226
2781
$1.26M ﹤0.01%
187,546
+10,939
2782
$1.25M ﹤0.01%
37,859
+839
2783
$1.25M ﹤0.01%
44,719
+3,456
2784
$1.25M ﹤0.01%
+65,821
2785
$1.24M ﹤0.01%
23,775
+6,832
2786
$1.24M ﹤0.01%
38,669
+2,211
2787
$1.24M ﹤0.01%
56,223
-58,710
2788
$1.23M ﹤0.01%
39,451
-2,215
2789
$1.23M ﹤0.01%
4,589
-81
2790
$1.23M ﹤0.01%
153,999
-9,276
2791
$1.23M ﹤0.01%
54,207
-1,189
2792
$1.23M ﹤0.01%
+44,776
2793
$1.22M ﹤0.01%
37,671
+680
2794
$1.22M ﹤0.01%
22,554
-2,394
2795
$1.22M ﹤0.01%
46,955
-342,930
2796
$1.22M ﹤0.01%
67,986
+4,126
2797
$1.22M ﹤0.01%
+27,200
2798
$1.22M ﹤0.01%
32,493
+1,086
2799
$1.21M ﹤0.01%
91,660
-1,901
2800
$1.21M ﹤0.01%
51,117
+950