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
3176
$412K ﹤0.01%
15,332
+578
3177
$412K ﹤0.01%
16,778
-57,508
3178
$412K ﹤0.01%
68,734
-61,247
3179
$411K ﹤0.01%
120,851
-5,171
3180
$411K ﹤0.01%
30,130
+1,044
3181
$409K ﹤0.01%
21,569
+895
3182
$409K ﹤0.01%
36,932
+3,859
3183
$408K ﹤0.01%
80,233
+64,587
3184
$407K ﹤0.01%
35,464
+8,254
3185
$406K ﹤0.01%
25,675
-121,895
3186
$406K ﹤0.01%
24,930
-940
3187
$406K ﹤0.01%
50,225
+2,071
3188
$404K ﹤0.01%
12,735
+488
3189
$403K ﹤0.01%
+17,400
3190
$400K ﹤0.01%
29,847
-8,611
3191
$398K ﹤0.01%
47,486
-10,088
3192
$397K ﹤0.01%
13,081
+499
3193
$396K ﹤0.01%
55,182
-11,196
3194
$393K ﹤0.01%
17,910
-1,859
3195
$393K ﹤0.01%
12,050
+11,654
3196
$392K ﹤0.01%
40,966
-1,795
3197
$391K ﹤0.01%
12,165
+3,288
3198
$390K ﹤0.01%
20,284
+1,082
3199
$389K ﹤0.01%
15,326
-2,036
3200
$388K ﹤0.01%
24,233
-2,443