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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$634K ﹤0.01%
55,078
+230
2927
$634K ﹤0.01%
23,662
-1,359,436
2928
$633K ﹤0.01%
22,117
-1,263
2929
$632K ﹤0.01%
6,364
-272,111
2930
$628K ﹤0.01%
158,971
-4,823
2931
$627K ﹤0.01%
294,809
+17,451
2932
$627K ﹤0.01%
+21,712
2933
$622K ﹤0.01%
20,013
-2,879
2934
$622K ﹤0.01%
42,685
-3,502
2935
$620K ﹤0.01%
53,585
-3,002
2936
$612K ﹤0.01%
11,915
+4,916
2937
$609K ﹤0.01%
58,805
+15,465
2938
$608K ﹤0.01%
29,634
-3,359
2939
$608K ﹤0.01%
27,209
-3,051
2940
$607K ﹤0.01%
13,238
-108,586
2941
$607K ﹤0.01%
200,374
+2,077
2942
$606K ﹤0.01%
136,603
-48,133
2943
$606K ﹤0.01%
74,233
+16,600
2944
$605K ﹤0.01%
24,839
-1,882
2945
$603K ﹤0.01%
86,429
+22,785
2946
$602K ﹤0.01%
153,279
-32,561
2947
$600K ﹤0.01%
5,089
-470
2948
$599K ﹤0.01%
+27,405
2949
$595K ﹤0.01%
633,924
-525,555
2950
$593K ﹤0.01%
29,127
+15,715