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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$1.05M ﹤0.01%
39,896
-17,793
2852
$1.05M ﹤0.01%
623,783
+27,106
2853
$1.04M ﹤0.01%
82,736
-5,652
2854
$1.04M ﹤0.01%
155,229
+118,137
2855
$1.04M ﹤0.01%
73,047
+1,687
2856
$1.04M ﹤0.01%
99,646
-193,670
2857
$1.04M ﹤0.01%
33,152
+4,016
2858
$1.03M ﹤0.01%
34,014
-16,754
2859
$1.03M ﹤0.01%
+9,376
2860
$1.03M ﹤0.01%
80,320
-28,119
2861
$1.03M ﹤0.01%
135,543
+23,829
2862
$1.03M ﹤0.01%
68,787
+1,719
2863
$1.03M ﹤0.01%
64,652
+2,297
2864
$1.03M ﹤0.01%
57,252
-5,738
2865
$1.03M ﹤0.01%
573,587
-290,424
2866
$1.02M ﹤0.01%
341,473
+12,128
2867
$1.02M ﹤0.01%
246,058
+98,813
2868
$1.02M ﹤0.01%
54,762
-67,722
2869
$1.02M ﹤0.01%
142,025
+72,615
2870
$1.02M ﹤0.01%
91,233
-96,459
2871
$1.02M ﹤0.01%
64,566
-90,591
2872
$1.02M ﹤0.01%
80,211
-16,427
2873
$1.01M ﹤0.01%
118,846
-1,781
2874
$1.01M ﹤0.01%
159,560
+18,621
2875
$1M ﹤0.01%
25,361
-1,068,330