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
2976
$561K ﹤0.01%
26,351
-15,594
2977
$560K ﹤0.01%
+47,545
2978
$560K ﹤0.01%
26,986
+8,220
2979
$560K ﹤0.01%
41,246
+28,630
2980
$560K ﹤0.01%
41,483
-8,689
2981
$559K ﹤0.01%
24,734
-1,071
2982
$557K ﹤0.01%
117,596
+5,837
2983
$556K ﹤0.01%
402,526
+25,561
2984
$549K ﹤0.01%
36,696
-4,355
2985
$548K ﹤0.01%
126,584
-16,560
2986
$548K ﹤0.01%
195,990
+21,634
2987
$547K ﹤0.01%
97,860
-9,618
2988
$545K ﹤0.01%
16,313
+4,793
2989
$541K ﹤0.01%
+32,291
2990
$541K ﹤0.01%
73,892
-8,579
2991
$541K ﹤0.01%
71,431
-5,267
2992
$540K ﹤0.01%
124,163
-9,363
2993
$540K ﹤0.01%
70,707
-8,742
2994
$540K ﹤0.01%
6,375
-8,869
2995
$539K ﹤0.01%
12,607
-1,123
2996
$537K ﹤0.01%
+23,698
2997
$537K ﹤0.01%
25,362
-958
2998
$537K ﹤0.01%
39,660
+1,889
2999
$537K ﹤0.01%
17,900
-118
3000
$537K ﹤0.01%
94,766
+1,620