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
3151
$369K ﹤0.01%
14,801
-2,003
3152
$368K ﹤0.01%
34,264
-74,400
3153
$367K ﹤0.01%
39,895
-2,198
3154
$366K ﹤0.01%
25,393
-2,333
3155
$365K ﹤0.01%
127,749
-23,931
3156
$364K ﹤0.01%
35,363
-4,256
3157
$363K ﹤0.01%
76,316
-4,828
3158
$363K ﹤0.01%
57,916
-3,296
3159
$363K ﹤0.01%
34,702
+4,292
3160
$362K ﹤0.01%
+40,479
3161
$361K ﹤0.01%
14,697
-174
3162
$361K ﹤0.01%
16,065
-364
3163
$359K ﹤0.01%
36,636
-32,943
3164
$357K ﹤0.01%
112,945
-45,751
3165
$355K ﹤0.01%
12,946
-100,538
3166
$355K ﹤0.01%
12,663
+340
3167
$353K ﹤0.01%
30,470
+870
3168
$352K ﹤0.01%
+15,145
3169
$351K ﹤0.01%
2,896
+71
3170
$349K ﹤0.01%
21,841
-13,509
3171
$349K ﹤0.01%
3,083
-179
3172
$348K ﹤0.01%
27,353
+998
3173
$347K ﹤0.01%
115,946
-16,879
3174
$345K ﹤0.01%
21,868
-786
3175
$344K ﹤0.01%
31,298
-5,759