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
2826
$679K ﹤0.01%
18,154
-10,019
2827
$678K ﹤0.01%
24,718
+3,960
2828
$674K ﹤0.01%
83,366
+41,418
2829
$673K ﹤0.01%
14,358
-170
2830
$669K ﹤0.01%
1,014,925
+15,211
2831
$669K ﹤0.01%
3,893
-1,739
2832
$667K ﹤0.01%
22,797
+5,033
2833
$665K ﹤0.01%
50,172
-10,360
2834
$665K ﹤0.01%
+168,833
2835
$665K ﹤0.01%
40,759
+7,536
2836
$664K ﹤0.01%
13,802
+3,264
2837
$664K ﹤0.01%
16,750
-6,068
2838
$664K ﹤0.01%
75,081
+58,310
2839
$660K ﹤0.01%
+60,152
2840
$660K ﹤0.01%
22,813
+1,812
2841
$659K ﹤0.01%
66,441
+3,307
2842
$659K ﹤0.01%
14,446
-25,484
2843
$653K ﹤0.01%
24,966
-373,362
2844
$652K ﹤0.01%
22,654
-11,363
2845
$652K ﹤0.01%
+32,051
2846
$648K ﹤0.01%
71,190
-7,589
2847
$648K ﹤0.01%
31,700
+9,911
2848
$646K ﹤0.01%
100,920
-21,714
2849
$645K ﹤0.01%
33,147
+10,665
2850
$644K ﹤0.01%
376,965
+108,839