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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$917K ﹤0.01%
86,849
-134,820
2827
$916K ﹤0.01%
29,960
-8,193
2828
$915K ﹤0.01%
61,017
-5,801
2829
$915K ﹤0.01%
26,826
+10,557
2830
$912K ﹤0.01%
33,278
+1,291
2831
$911K ﹤0.01%
40,508
-20,624
2832
$911K ﹤0.01%
19,930
-15,278
2833
$909K ﹤0.01%
160,060
-46,011
2834
$905K ﹤0.01%
+55,004
2835
$903K ﹤0.01%
38,595
+13,711
2836
$902K ﹤0.01%
61,164
-8,023
2837
$902K ﹤0.01%
50,973
+4,841
2838
$901K ﹤0.01%
31,828
+31,432
2839
$900K ﹤0.01%
88,270
-2,822
2840
$900K ﹤0.01%
70,899
-17,403
2841
$895K ﹤0.01%
45,362
-713
2842
$890K ﹤0.01%
21,718
+815
2843
$886K ﹤0.01%
4,992
+1,994
2844
$886K ﹤0.01%
30,291
-53
2845
$884K ﹤0.01%
53,682
+929
2846
$884K ﹤0.01%
53,951
-10,418
2847
$883K ﹤0.01%
39,265
+2,935
2848
$877K ﹤0.01%
73,723
+91
2849
$876K ﹤0.01%
+54,304
2850
$875K ﹤0.01%
56,039
-112,258