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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$497K ﹤0.01%
2,677
+86
3102
$497K ﹤0.01%
131,192
+2,669
3103
$497K ﹤0.01%
25,218
-4,911
3104
$496K ﹤0.01%
30,548
-2,100
3105
$494K ﹤0.01%
35,945
-2,665
3106
$493K ﹤0.01%
37,011
+1,269
3107
$493K ﹤0.01%
30,957
-76,354
3108
$492K ﹤0.01%
13,698
+471
3109
$492K ﹤0.01%
18,246
-336
3110
$492K ﹤0.01%
6,770
-103
3111
$491K ﹤0.01%
37,541
-5,900
3112
$489K ﹤0.01%
21,158
+706
3113
0
3114
$487K ﹤0.01%
41,805
+1,405
3115
$487K ﹤0.01%
46,021
+1,185
3116
$485K ﹤0.01%
14,571
-1,013
3117
$485K ﹤0.01%
18,412
+17,723
3118
$483K ﹤0.01%
24,630
-15,908
3119
$483K ﹤0.01%
26,899
-6,713
3120
$481K ﹤0.01%
35,454
+6,807
3121
$477K ﹤0.01%
68
+5
3122
$477K ﹤0.01%
19,962
-5,041
3123
$476K ﹤0.01%
50,780
+1,068
3124
$476K ﹤0.01%
77,090
+2,746
3125
$476K ﹤0.01%
34,523
+1,093