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
2976
$469K ﹤0.01%
46,767
-8,213
2977
$468K ﹤0.01%
60,966
+19,431
2978
$468K ﹤0.01%
357,554
+38,532
2979
$467K ﹤0.01%
+92,898
2980
$465K ﹤0.01%
70,326
+24,073
2981
$462K ﹤0.01%
134,568
+50,432
2982
$458K ﹤0.01%
50,517
+22,223
2983
$458K ﹤0.01%
+10,000
2984
$457K ﹤0.01%
80,390
-17,125
2985
$457K ﹤0.01%
87,237
-63,358
2986
$456K ﹤0.01%
83,046
+19,777
2987
$455K ﹤0.01%
174,356
+60,110
2988
$455K ﹤0.01%
117,537
+100,825
2989
$453K ﹤0.01%
135,571
+53,076
2990
$453K ﹤0.01%
11,875
-116,200
2991
$452K ﹤0.01%
22,555
+7,874
2992
$451K ﹤0.01%
+37,300
2993
$449K ﹤0.01%
123,828
-53,512
2994
$446K ﹤0.01%
77,703
-10,211
2995
$445K ﹤0.01%
9,119
-2,433
2996
$441K ﹤0.01%
48,124
+19,647
2997
$439K ﹤0.01%
35,199
-396
2998
$439K ﹤0.01%
61,680
+24,560
2999
$438K ﹤0.01%
53,309
+2,076
3000
$438K ﹤0.01%
39,619
-38,373