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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$1.08M ﹤0.01%
+31,889
2927
$1.08M ﹤0.01%
+2,719
2928
$1.07M ﹤0.01%
+36,489
2929
$1.07M ﹤0.01%
26,721
-937
2930
$1.07M ﹤0.01%
113,515
+8,519
2931
$1.06M ﹤0.01%
74,594
-11,856
2932
$1.06M ﹤0.01%
+22,247
2933
$1.06M ﹤0.01%
110,719
-3,405
2934
$1.06M ﹤0.01%
+40,778
2935
$1.05M ﹤0.01%
27,285
-179,216
2936
$1.05M ﹤0.01%
77,413
-13,181
2937
$1.05M ﹤0.01%
54,676
+8,718
2938
$1.05M ﹤0.01%
106,636
-3,709
2939
$1.05M ﹤0.01%
62,690
-9,192
2940
$1.05M ﹤0.01%
48,698
-13,228
2941
$1.04M ﹤0.01%
65,530
-3,681
2942
$1.04M ﹤0.01%
168,438
-3,921
2943
$1.04M ﹤0.01%
+43,936
2944
$1.04M ﹤0.01%
76,521
-6,859
2945
$1.03M ﹤0.01%
136,180
+74,843
2946
$1.03M ﹤0.01%
109,290
-3,773
2947
$1.03M ﹤0.01%
60,406
-38,665
2948
$1.03M ﹤0.01%
59,109
-29,417
2949
$1.03M ﹤0.01%
80,676
-23,394
2950
$1.03M ﹤0.01%
+40,779