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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$494K ﹤0.01%
62,047
+38,372
2952
$492K ﹤0.01%
49,536
-57,580
2953
$492K ﹤0.01%
69,579
+4,497
2954
$491K ﹤0.01%
23,318
-70,401
2955
$490K ﹤0.01%
147,698
+4,576
2956
$490K ﹤0.01%
115,151
+65,308
2957
$489K ﹤0.01%
72,715
-35,482
2958
$485K ﹤0.01%
39,892
-2,506
2959
$483K ﹤0.01%
105,845
-97,647
2960
$482K ﹤0.01%
185,393
+126,932
2961
$481K ﹤0.01%
154,236
-6,740,059
2962
$481K ﹤0.01%
37,173
+1,918
2963
$480K ﹤0.01%
56,297
+20,302
2964
$479K ﹤0.01%
71,243
+6,573
2965
$478K ﹤0.01%
8,463
-1,500
2966
$478K ﹤0.01%
37,051
-43,421
2967
$477K ﹤0.01%
9,584
-107
2968
$476K ﹤0.01%
88,430
-10,451
2969
$475K ﹤0.01%
376,880
-333,362
2970
$474K ﹤0.01%
26,320
+178
2971
$473K ﹤0.01%
57,364
+3,052
2972
$473K ﹤0.01%
41,972
-341,242
2973
$472K ﹤0.01%
84,557
+14,336
2974
$471K ﹤0.01%
1,238,516
+775,716
2975
$469K ﹤0.01%
35,975
-9,163