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
3101
$348K ﹤0.01%
54,375
-2,550
3102
$347K ﹤0.01%
14,215
-540
3103
$347K ﹤0.01%
1,333,252
+1,162,398
3104
$346K ﹤0.01%
21,717
+2,948
3105
$346K ﹤0.01%
40,531
-1,049,607
3106
$346K ﹤0.01%
49,495
-473
3107
$345K ﹤0.01%
31,377
+2,132
3108
$344K ﹤0.01%
24,430
+5,378
3109
$344K ﹤0.01%
26,576
+13,384
3110
$343K ﹤0.01%
+146,023
3111
$342K ﹤0.01%
29,600
+352
3112
$342K ﹤0.01%
5,559
-2,097
3113
$342K ﹤0.01%
8,578
-337
3114
$342K ﹤0.01%
19,223
+4,455
3115
$341K ﹤0.01%
33,032
+16,268
3116
$337K ﹤0.01%
158,696
-668
3117
$336K ﹤0.01%
155,246
+81,680
3118
$335K ﹤0.01%
32,302
+14,557
3119
$335K ﹤0.01%
16,009
-3,772
3120
$334K ﹤0.01%
74,844
-25,517
3121
$333K ﹤0.01%
+18,766
3122
$330K ﹤0.01%
+12,464
3123
$329K ﹤0.01%
92,650
-90,963
3124
$328K ﹤0.01%
+20,600
3125
$327K ﹤0.01%
+40,695