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
2851
$907K ﹤0.01%
116,321
+7,490
2852
$904K ﹤0.01%
40,134
-6,547
2853
$898K ﹤0.01%
58,852
+10,034
2854
$898K ﹤0.01%
16,962
-1,373
2855
$896K ﹤0.01%
29,465
-5,086
2856
$896K ﹤0.01%
70,227
-83,504
2857
$894K ﹤0.01%
48,700
-421,328
2858
$893K ﹤0.01%
126,962
-206
2859
$893K ﹤0.01%
334,604
+2,073
2860
$892K ﹤0.01%
66,134
+1,258
2861
$892K ﹤0.01%
+38,317
2862
$891K ﹤0.01%
53,187
+14,583
2863
$891K ﹤0.01%
38,311
+445
2864
$888K ﹤0.01%
102,166
-14,635
2865
$887K ﹤0.01%
189,611
-423,336
2866
$885K ﹤0.01%
51,067
+694
2867
$878K ﹤0.01%
47,298
+5,734
2868
$877K ﹤0.01%
35,779
+1,350
2869
$876K ﹤0.01%
70,387
-213,025
2870
$873K ﹤0.01%
21,881
+261
2871
$873K ﹤0.01%
34,236
+23,291
2872
$873K ﹤0.01%
33,613
-6,067
2873
$873K ﹤0.01%
67,569
+14,521
2874
$872K ﹤0.01%
28,107
+4,084
2875
$871K ﹤0.01%
484,109
-26,389