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
3226
$357K ﹤0.01%
13,190
+478
3227
$357K ﹤0.01%
34,887
-10,915
3228
$357K ﹤0.01%
+18,326
3229
$354K ﹤0.01%
18,053
+694
3230
$354K ﹤0.01%
13,772
-1,777
3231
$353K ﹤0.01%
25,609
+1,017
3232
$352K ﹤0.01%
51,123
+15,364
3233
$351K ﹤0.01%
19,310
+782
3234
$349K ﹤0.01%
8,506
-35,255
3235
$347K ﹤0.01%
44,068
-287,037
3236
$345K ﹤0.01%
14,769
+462
3237
$345K ﹤0.01%
20,133
+818
3238
$344K ﹤0.01%
35,297
+1,137
3239
$343K ﹤0.01%
29,706
-5,759
3240
$343K ﹤0.01%
53,099
-162,977
3241
$342K ﹤0.01%
55,317
+2,020
3242
$339K ﹤0.01%
10,037
-1,037
3243
$339K ﹤0.01%
35,648
-4,981
3244
$339K ﹤0.01%
26,446
+1,959
3245
$337K ﹤0.01%
7,889
-1,613
3246
$336K ﹤0.01%
7,578
-945
3247
$335K ﹤0.01%
1,566
-1,632
3248
$335K ﹤0.01%
35,038
-7,560
3249
$332K ﹤0.01%
70,422
+2,438
3250
$331K ﹤0.01%
61,697
+2,070