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
2801
$705K ﹤0.01%
20,934
-3,135
2802
$705K ﹤0.01%
56,940
-8,093
2803
$703K ﹤0.01%
79,237
-31,493
2804
$701K ﹤0.01%
133,526
+8,313
2805
$699K ﹤0.01%
+47,724
2806
$698K ﹤0.01%
+327,940
2807
$697K ﹤0.01%
+129,832
2808
$696K ﹤0.01%
38,648
+8,448
2809
$696K ﹤0.01%
265,863
+98,584
2810
$696K ﹤0.01%
46,187
+7,992
2811
$694K ﹤0.01%
5,400
-1,800
2812
$694K ﹤0.01%
70,319
-13,722
2813
$693K ﹤0.01%
19,468
-113
2814
$693K ﹤0.01%
56,054
-130
2815
$692K ﹤0.01%
177,892
-132,468
2816
$691K ﹤0.01%
+48,869
2817
$691K ﹤0.01%
111,667
-3,572
2818
$690K ﹤0.01%
564,889
+28,772
2819
$689K ﹤0.01%
35,607
+3,259
2820
$688K ﹤0.01%
+138,979
2821
$687K ﹤0.01%
+24,292
2822
$687K ﹤0.01%
68,251
-4,464
2823
$685K ﹤0.01%
79,223
+3,074
2824
$682K ﹤0.01%
12,380
-19,865
2825
$680K ﹤0.01%
+185,840