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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$625K ﹤0.01%
18,822
-41,306
3027
$618K ﹤0.01%
7,729
-476
3028
$617K ﹤0.01%
29,857
+687
3029
$617K ﹤0.01%
37,247
+1,302
3030
$616K ﹤0.01%
14,998
+2,736
3031
$615K ﹤0.01%
31,737
+184
3032
$615K ﹤0.01%
40,616
-18,230
3033
$612K ﹤0.01%
17,567
-3,996
3034
$610K ﹤0.01%
27,854
-586
3035
$610K ﹤0.01%
33,990
-6,441
3036
$609K ﹤0.01%
+38,741
3037
$608K ﹤0.01%
17,097
+2,056
3038
$608K ﹤0.01%
140,019
+8,827
3039
$607K ﹤0.01%
20,246
-9,964
3040
$603K ﹤0.01%
4,546
-1,306
3041
$603K ﹤0.01%
+22,058
3042
$601K ﹤0.01%
249,413
-3,672
3043
$598K ﹤0.01%
39,917
-375
3044
$598K ﹤0.01%
37,753
-110,093
3045
$594K ﹤0.01%
118,369
+3,121
3046
$592K ﹤0.01%
67,743
+3,105
3047
$591K ﹤0.01%
17,914
+1,890
3048
$591K ﹤0.01%
14,240
-1,094
3049
$589K ﹤0.01%
11,408
-18,371
3050
$587K ﹤0.01%
85,502
+3,568