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
3176
$274K ﹤0.01%
+5,331
3177
$274K ﹤0.01%
13,859
+3,252
3178
$271K ﹤0.01%
24,934
-8,250
3179
$271K ﹤0.01%
29,959
-42,001
3180
$271K ﹤0.01%
77,354
+44,430
3181
$270K ﹤0.01%
214,645
+130,224
3182
$269K ﹤0.01%
37,435
+10,450
3183
$269K ﹤0.01%
239,329
+167,720
3184
$268K ﹤0.01%
17,926
+4,172
3185
$268K ﹤0.01%
17,604
+3,532
3186
$268K ﹤0.01%
42,093
+7,214
3187
$267K ﹤0.01%
+13,730
3188
$265K ﹤0.01%
31,965
-9,590
3189
$265K ﹤0.01%
+11,835
3190
$264K ﹤0.01%
+1,241
3191
$264K ﹤0.01%
19,783
-32,912
3192
$262K ﹤0.01%
17,339
-6,530
3193
$262K ﹤0.01%
27,608
+7,502
3194
$262K ﹤0.01%
9,692
+392
3195
$262K ﹤0.01%
4,995
-2,252
3196
$260K ﹤0.01%
81,144
+12,598
3197
$260K ﹤0.01%
+12,265
3198
$259K ﹤0.01%
37,246
+14,362
3199
$259K ﹤0.01%
46,701
-119,549
3200
$258K ﹤0.01%
151,680
+51,722