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
3076
$365K ﹤0.01%
5,687
-1,289
3077
$365K ﹤0.01%
68,365
-39,413
3078
$364K ﹤0.01%
10,118
-3,235
3079
$362K ﹤0.01%
32,131
-6,873
3080
$362K ﹤0.01%
64,841
+34,587
3081
$361K ﹤0.01%
+2,825
3082
$361K ﹤0.01%
23,477
-35,666
3083
$359K ﹤0.01%
232,974
+91,999
3084
$358K ﹤0.01%
16,857
+5,367
3085
$358K ﹤0.01%
30,169
+319
3086
$358K ﹤0.01%
3,900
3087
$358K ﹤0.01%
28,843
+6,876
3088
$357K ﹤0.01%
175,833
-42,953
3089
$357K ﹤0.01%
80,130
+2,580
3090
$356K ﹤0.01%
+19,294
3091
$355K ﹤0.01%
56,918
-766,303
3092
$355K ﹤0.01%
16,804
+5,434
3093
$353K ﹤0.01%
22,762
+7,613
3094
$353K ﹤0.01%
5,624
+211
3095
$352K ﹤0.01%
19,163
-25,070
3096
$351K ﹤0.01%
20,664
-6,802
3097
$351K ﹤0.01%
+18,491
3098
$350K ﹤0.01%
37,057
-147
3099
$350K ﹤0.01%
48,009
+14,243
3100
$349K ﹤0.01%
7,232
+3,458