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
3251
$369K ﹤0.01%
372,693
-36,375
3252
$368K ﹤0.01%
17,359
+17
3253
$367K ﹤0.01%
36,490
+5,801
3254
$367K ﹤0.01%
154,141
+1
3255
$365K ﹤0.01%
18,112
-306,521
3256
$364K ﹤0.01%
77,848
-287,985
3257
$364K ﹤0.01%
25,044
+28
3258
$362K ﹤0.01%
15,836
+674
3259
$361K ﹤0.01%
40,629
+37,948
3260
$360K ﹤0.01%
72,233
+8,492
3261
$360K ﹤0.01%
2,034
3262
$359K ﹤0.01%
652,795
+10,753
3263
$358K ﹤0.01%
15,475
+13
3264
$358K ﹤0.01%
41,383
-1
3265
$358K ﹤0.01%
15,617
-186
3266
$356K ﹤0.01%
44,514
+1,526
3267
$356K ﹤0.01%
94,742
-263,688
3268
$353K ﹤0.01%
9,341
+9,298
3269
$352K ﹤0.01%
37,362
-6,404
3270
$350K ﹤0.01%
76,420
-27,190
3271
$349K ﹤0.01%
86,099
-203,631
3272
0
3273
$348K ﹤0.01%
15,385
-9,075
3274
$347K ﹤0.01%
21,595
+9,360
3275
$347K ﹤0.01%
22,075
-1,569