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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$786K ﹤0.01%
43,644
+29,231
2827
$786K ﹤0.01%
129,864
+24,019
2828
$783K ﹤0.01%
61,319
+5,265
2829
$783K ﹤0.01%
63,530
-44,364
2830
$782K ﹤0.01%
24,224
-2,631
2831
$779K ﹤0.01%
131,357
-14,495
2832
$775K ﹤0.01%
184,235
-986,658
2833
$774K ﹤0.01%
42,456
+3,840
2834
$773K ﹤0.01%
+31,677
2835
$769K ﹤0.01%
23,486
-12,722
2836
$769K ﹤0.01%
60,211
+627
2837
$768K ﹤0.01%
49,516
-12,266
2838
$768K ﹤0.01%
21,860
-3,590
2839
$764K ﹤0.01%
70,518
-679
2840
$761K ﹤0.01%
42,970
-8,775
2841
$759K ﹤0.01%
151,827
-186,326
2842
$759K ﹤0.01%
267,290
-60,650
2843
$758K ﹤0.01%
25,984
+1,018
2844
$756K ﹤0.01%
+27,943
2845
$756K ﹤0.01%
66,099
-4,240
2846
$756K ﹤0.01%
59,891
-24,216
2847
$751K ﹤0.01%
127,201
+12,050
2848
$751K ﹤0.01%
36,558
+951
2849
$749K ﹤0.01%
71,240
-16,860
2850
$747K ﹤0.01%
+37,832