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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$630K ﹤0.01%
22,392
-620
3127
$625K ﹤0.01%
21,370
-50,723
3128
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25,571
-223
3129
$621K ﹤0.01%
42,765
-40,218
3130
$620K ﹤0.01%
52,136
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3131
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77,888
-2,643
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$619K ﹤0.01%
17,848
+3,370
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49,240
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43,378
-2,661
3137
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32,576
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15,642
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+44,628
3140
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40,997
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40,966
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53,241
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$595K ﹤0.01%
16,904
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3144
$594K ﹤0.01%
69,750
-39,144
3145
$594K ﹤0.01%
55,343
-1,879
3146
$592K ﹤0.01%
39,239
-1,360
3147
$589K ﹤0.01%
+44,628
3148
$587K ﹤0.01%
74,010
-7,474
3149
$584K ﹤0.01%
12,054
-425
3150
$581K ﹤0.01%
153,681
-5,302