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
2876
$1M ﹤0.01%
66,065
+1,013
2877
$1M ﹤0.01%
29,509
-1,817
2878
$999K ﹤0.01%
26,341
-32,292
2879
$998K ﹤0.01%
46,277
+7,282
2880
$996K ﹤0.01%
130,137
+114,923
2881
$994K ﹤0.01%
91,940
+11,193
2882
$994K ﹤0.01%
141,849
+18,431
2883
$992K ﹤0.01%
95,543
-53,411
2884
$992K ﹤0.01%
51,958
+2,350
2885
$992K ﹤0.01%
49,345
+5,235
2886
$989K ﹤0.01%
120,380
+14,616
2887
$986K ﹤0.01%
28,720
-18,731
2888
$984K ﹤0.01%
60,491
+6,187
2889
$982K ﹤0.01%
59,850
+6,710
2890
$981K ﹤0.01%
55,963
+13,958
2891
$980K ﹤0.01%
51,988
-117,902
2892
$979K ﹤0.01%
+47,113
2893
$978K ﹤0.01%
+51,064
2894
$978K ﹤0.01%
63,168
+762
2895
$974K ﹤0.01%
85,048
-19,099
2896
$972K ﹤0.01%
143,931
+20,400
2897
$972K ﹤0.01%
57,467
+7,011
2898
$962K ﹤0.01%
78,663
+4,008
2899
$959K ﹤0.01%
82,299
+54,423
2900
$957K ﹤0.01%
77,169
+8,919