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
2951
$868K ﹤0.01%
+13,197
2952
$868K ﹤0.01%
50,472
-38,413
2953
$867K ﹤0.01%
75,551
-79,093
2954
$866K ﹤0.01%
217,648
+182,510
2955
$866K ﹤0.01%
28,765
+3,160
2956
$864K ﹤0.01%
30,576
+2,197
2957
$863K ﹤0.01%
+3,526
2958
$862K ﹤0.01%
15,196
-927
2959
$859K ﹤0.01%
216,769
-6,375
2960
$855K ﹤0.01%
168,292
+48,177
2961
$853K ﹤0.01%
68,597
+5,562
2962
$852K ﹤0.01%
30,896
-20,852
2963
$852K ﹤0.01%
37,867
+6,081
2964
$852K ﹤0.01%
25,221
+4,041
2965
$847K ﹤0.01%
7,466
+564
2966
$843K ﹤0.01%
49,130
+359
2967
$843K ﹤0.01%
+37,058
2968
$842K ﹤0.01%
26,089
+2,537
2969
$837K ﹤0.01%
21,472
-12,454
2970
$831K ﹤0.01%
15,611
-259
2971
$830K ﹤0.01%
71,972
-137
2972
$829K ﹤0.01%
26,453
+3,316
2973
$827K ﹤0.01%
7,228
+2,576
2974
$825K ﹤0.01%
2,708
+320
2975
$823K ﹤0.01%
57,663
+6,761