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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$421K ﹤0.01%
43,394
-654
3202
$420K ﹤0.01%
+14,722
3203
$419K ﹤0.01%
27,601
-21,799
3204
$417K ﹤0.01%
28,703
+11,479
3205
$416K ﹤0.01%
33,073
+5,431
3206
$414K ﹤0.01%
27,132
+15,100
3207
$412K ﹤0.01%
29,086
-141,500
3208
$411K ﹤0.01%
126,022
+6,126
3209
$411K ﹤0.01%
24,361
-1,706
3210
$410K ﹤0.01%
6,700
-371
3211
$409K ﹤0.01%
48,154
-354
3212
$406K ﹤0.01%
12,289
-804
3213
$405K ﹤0.01%
19,488
3214
$405K ﹤0.01%
35,465
-1,118
3215
$405K ﹤0.01%
224,764
3216
$405K ﹤0.01%
17,294
+20
3217
$404K ﹤0.01%
22,917
+27
3218
$403K ﹤0.01%
12,582
+14
3219
$401K ﹤0.01%
14,754
+17
3220
$400K ﹤0.01%
65,288
+32,523
3221
$399K ﹤0.01%
38,602
+13,124
3222
$398K ﹤0.01%
16,845
-40,720
3223
$397K ﹤0.01%
25,962
3224
$395K ﹤0.01%
59,452
+2
3225
$394K ﹤0.01%
16,246
+2