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
3301
$230K ﹤0.01%
10,644
+632
3302
$229K ﹤0.01%
31,953
-3,840
3303
$228K ﹤0.01%
176,678
-25,132
3304
$228K ﹤0.01%
26,609
+3,454
3305
$227K ﹤0.01%
29,280
-3,510
3306
$226K ﹤0.01%
19,526
-55,647
3307
$226K ﹤0.01%
30,608
+1,979
3308
$226K ﹤0.01%
10,134
-993
3309
$226K ﹤0.01%
15,017
+3,078
3310
$226K ﹤0.01%
154,743
-21,501
3311
$223K ﹤0.01%
13,595
-3,744
3312
$223K ﹤0.01%
+10,628
3313
$223K ﹤0.01%
36,883
+2,853
3314
$223K ﹤0.01%
39,613
-1,216
3315
$223K ﹤0.01%
18,585
-2,100
3316
$222K ﹤0.01%
27,875
-4,090
3317
$221K ﹤0.01%
63,863
-7,842
3318
$221K ﹤0.01%
75,134
-3,029
3319
$220K ﹤0.01%
16,232
-535
3320
$220K ﹤0.01%
1,065
-4,022
3321
$220K ﹤0.01%
5,000
3322
$219K ﹤0.01%
15,088
-502
3323
$219K ﹤0.01%
180,263
+6,317
3324
$218K ﹤0.01%
20,310
+794
3325
$218K ﹤0.01%
69,373
-10,363