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
3201
$316K ﹤0.01%
24,831
+4,710
3202
$310K ﹤0.01%
6,389
-226
3203
$307K ﹤0.01%
13,356
+45
3204
$307K ﹤0.01%
26,046
-1,655
3205
$307K ﹤0.01%
46,287
-4,905
3206
$305K ﹤0.01%
45,712
-989
3207
$305K ﹤0.01%
179,189
+989
3208
$305K ﹤0.01%
17,470
-293
3209
$304K ﹤0.01%
5,291
-40
3210
$304K ﹤0.01%
28,758
-3,868
3211
$304K ﹤0.01%
139,281
-15,018
3212
$304K ﹤0.01%
12,060
-5,000
3213
$303K ﹤0.01%
52,141
+7,922
3214
$301K ﹤0.01%
11,654
-126
3215
$301K ﹤0.01%
22,944
-3,398
3216
$300K ﹤0.01%
77,875
-9,338
3217
$298K ﹤0.01%
244,434
-46,979
3218
$298K ﹤0.01%
18,410
+806
3219
$297K ﹤0.01%
6,728
-14,534
3220
$296K ﹤0.01%
74,819
+349
3221
$294K ﹤0.01%
18,350
-2,438
3222
$294K ﹤0.01%
9,277
-746
3223
$293K ﹤0.01%
19,022
+1,096
3224
$293K ﹤0.01%
21,782
+8,004
3225
$293K ﹤0.01%
5,931
+936