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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$951K ﹤0.01%
51,173
-800
2827
$947K ﹤0.01%
35,779
-4,666
2828
$947K ﹤0.01%
36,219
+5,256
2829
$941K ﹤0.01%
23,869
+82
2830
$940K ﹤0.01%
1,546
+126
2831
$939K ﹤0.01%
39,866
+33,614
2832
$933K ﹤0.01%
717,825
-69,252
2833
$931K ﹤0.01%
28,910
-345
2834
$927K ﹤0.01%
46,295
+19,788
2835
$925K ﹤0.01%
29,662
+4,419
2836
$925K ﹤0.01%
752,049
+208,664
2837
$925K ﹤0.01%
63,930
+4,582
2838
$925K ﹤0.01%
40,518
+515
2839
$924K ﹤0.01%
48,705
-140,008
2840
$924K ﹤0.01%
109,210
-4,803
2841
$921K ﹤0.01%
67,289
-5,251
2842
$920K ﹤0.01%
100,285
-3,910
2843
$920K ﹤0.01%
70,196
-80,745
2844
$917K ﹤0.01%
62,784
+6,523
2845
$914K ﹤0.01%
27,838
+940
2846
$912K ﹤0.01%
92,291
+4,342
2847
$911K ﹤0.01%
40,538
-16,000
2848
$911K ﹤0.01%
59,881
-3,764
2849
$909K ﹤0.01%
32,355
+242
2850
$908K ﹤0.01%
21,904
+300