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
3326
$273K ﹤0.01%
16,342
-354
3327
$273K ﹤0.01%
21,080
+924
3328
$272K ﹤0.01%
2,418
-170
3329
$272K ﹤0.01%
11,786
+500
3330
$272K ﹤0.01%
71,450
-6,398
3331
$269K ﹤0.01%
14,132
+4,592
3332
$268K ﹤0.01%
14,772
-1,912
3333
$268K ﹤0.01%
2,116
+82
3334
$267K ﹤0.01%
4,190
-141
3335
$266K ﹤0.01%
53,840
-4,400
3336
$266K ﹤0.01%
14,843
-774
3337
$263K ﹤0.01%
15,309
+649
3338
$263K ﹤0.01%
8,158
-85,862
3339
$262K ﹤0.01%
5,955
+255
3340
$261K ﹤0.01%
24,129
+1,447
3341
$261K ﹤0.01%
37,554
+1,541
3342
$260K ﹤0.01%
9,080
-640
3343
$260K ﹤0.01%
13,800
+5,138
3344
$260K ﹤0.01%
115,020
-23,027
3345
$257K ﹤0.01%
3,570
-241
3346
$257K ﹤0.01%
8,210
+770
3347
$257K ﹤0.01%
80,883
-11,470
3348
$256K ﹤0.01%
2,410
-29
3349
$255K ﹤0.01%
11,080
+478
3350
$254K ﹤0.01%
14,620
-122