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
3026
$500K ﹤0.01%
1,531
-3,065
3027
$500K ﹤0.01%
+37,187
3028
$499K ﹤0.01%
62,011
-6,354
3029
$499K ﹤0.01%
145,045
-160,953
3030
$495K ﹤0.01%
57,716
-7,647
3031
$495K ﹤0.01%
+39,458
3032
$495K ﹤0.01%
60,718
-1,329
3033
$492K ﹤0.01%
130,446
-17,252
3034
$492K ﹤0.01%
+34,056
3035
$491K ﹤0.01%
20,828
-2,490
3036
$490K ﹤0.01%
124,587
+7,050
3037
$489K ﹤0.01%
73,181
+10,461
3038
$488K ﹤0.01%
75,873
+1,029
3039
$488K ﹤0.01%
10,000
3040
$488K ﹤0.01%
48,814
-2,334
3041
$486K ﹤0.01%
54,999
-57,430
3042
$485K ﹤0.01%
45,338
+3,703
3043
$485K ﹤0.01%
9,698
+114
3044
$484K ﹤0.01%
20,713
+343
3045
$484K ﹤0.01%
123,224
-13,607
3046
$478K ﹤0.01%
12,129
-7,339
3047
$478K ﹤0.01%
79,353
-5,204
3048
$476K ﹤0.01%
28,618
+3,995
3049
$476K ﹤0.01%
9,067
-52
3050
$476K ﹤0.01%
38,303
-30,978