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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$446K ﹤0.01%
15,206
+2,499
3227
$445K ﹤0.01%
15,631
-6,174
3228
$445K ﹤0.01%
98,279
+95,703
3229
$444K ﹤0.01%
28,615
+949
3230
$444K ﹤0.01%
65,153
+18,131
3231
$444K ﹤0.01%
30,375
-15,059
3232
$441K ﹤0.01%
69,068
-86,062
3233
$438K ﹤0.01%
43,766
+20,211
3234
$437K ﹤0.01%
44,048
+17,113
3235
$437K ﹤0.01%
22,218
-768
3236
$436K ﹤0.01%
14,737
+1,906
3237
$436K ﹤0.01%
12,772
+11,580
3238
$435K ﹤0.01%
18,344
+15,140
3239
$434K ﹤0.01%
57,582
+3,146
3240
$434K ﹤0.01%
224,764
-148,305
3241
$433K ﹤0.01%
19,488
-2,403
3242
$432K ﹤0.01%
19,156
-1,004,696
3243
$430K ﹤0.01%
32,665
+5,224
3244
$430K ﹤0.01%
1,652
-82
3245
$426K ﹤0.01%
5,893
+295
3246
$425K ﹤0.01%
12,766
-3,266
3247
$425K ﹤0.01%
24,416
-8,702
3248
$422K ﹤0.01%
23,644
+1,894
3249
$422K ﹤0.01%
+16,794
3250
$420K ﹤0.01%
+3,780