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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$470K ﹤0.01%
19,605
+1,412
3227
$470K ﹤0.01%
65,280
+19,909
3228
$470K ﹤0.01%
92,211
+17,065
3229
$466K ﹤0.01%
34,108
-4,180
3230
$466K ﹤0.01%
2,210
+637
3231
$465K ﹤0.01%
37,049
-28,375
3232
$465K ﹤0.01%
+12,497
3233
$462K ﹤0.01%
27,467
-25,924
3234
$461K ﹤0.01%
3,906
-338
3235
$461K ﹤0.01%
51,167
-563
3236
$459K ﹤0.01%
17,048
+7,280
3237
$458K ﹤0.01%
168,468
+48,092
3238
$458K ﹤0.01%
49,301
-23,235
3239
$457K ﹤0.01%
3,810
+1,539
3240
$453K ﹤0.01%
40,317
3241
$452K ﹤0.01%
12,928
+3,966
3242
$452K ﹤0.01%
36,699
+15,045
3243
$450K ﹤0.01%
+27,721
3244
$449K ﹤0.01%
5,535
-1,076
3245
$448K ﹤0.01%
53,113
-6,275
3246
$448K ﹤0.01%
15,918
-33,089
3247
$446K ﹤0.01%
49,352
-3,904
3248
$445K ﹤0.01%
111,170
+71,687
3249
$443K ﹤0.01%
61,131
+6,841
3250
$440K ﹤0.01%
37,123
-5,259