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
2926
$798K ﹤0.01%
20,688
+1,349
2927
$791K ﹤0.01%
30,283
+2,064
2928
$789K ﹤0.01%
34,132
-35,238
2929
$789K ﹤0.01%
35,749
+16,593
2930
$788K ﹤0.01%
37,240
-20,729
2931
$787K ﹤0.01%
78,240
+20,900
2932
$786K ﹤0.01%
53,195
+485
2933
$785K ﹤0.01%
34,255
+17,817
2934
$785K ﹤0.01%
34,245
+4,334
2935
$784K ﹤0.01%
268,589
-33,883
2936
$784K ﹤0.01%
42,039
+35,841
2937
$783K ﹤0.01%
83,244
+2,529
2938
$780K ﹤0.01%
141,516
-42,014
2939
$779K ﹤0.01%
31,738
+30,895
2940
$779K ﹤0.01%
35,271
-5,276
2941
$777K ﹤0.01%
63,597
+2,695
2942
$776K ﹤0.01%
21,584
+2,220
2943
$771K ﹤0.01%
53,800
-933
2944
$770K ﹤0.01%
13,681
+208
2945
$769K ﹤0.01%
110,599
-22,566
2946
$769K ﹤0.01%
50,648
-1,773
2947
$765K ﹤0.01%
40,394
+1,506
2948
$761K ﹤0.01%
40,287
+604
2949
$761K ﹤0.01%
19,080
-2,179
2950
$761K ﹤0.01%
+4,069