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
$277B
AUM Growth
+$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1 +$328M
2 +$283M
3 +$254M
4
ASML icon
ASML
ASML
+$245M
5
BKR icon
Baker Hughes
BKR
+$207M

Top Sells

1 +$306M
2 +$275M
3 +$217M
4
IBM icon
IBM
IBM
+$203M
5
SPG icon
Simon Property Group
SPG
+$194M

Sector Composition

1 Technology 17.46%
2 Financials 15.06%
3 Healthcare 11.07%
4 Consumer Discretionary 10.27%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$305K ﹤0.01%
34,439
+210
3327
$305K ﹤0.01%
13,945
+924
3328
$305K ﹤0.01%
14,205
+1,348
3329
$303K ﹤0.01%
85,427
-62,198
3330
$301K ﹤0.01%
4,542
+326
3331
$296K ﹤0.01%
17,850
+140
3332
$295K ﹤0.01%
9,568
+123
3333
$292K ﹤0.01%
11,003
+138
3334
$292K ﹤0.01%
5,131
+61
3335
$290K ﹤0.01%
8,346
+117
3336
$290K ﹤0.01%
93,040
-8,717
3337
$289K ﹤0.01%
22,384
-2,636
3338
$289K ﹤0.01%
+11,882
3339
$289K ﹤0.01%
17,504
-3,124
3340
$289K ﹤0.01%
89,545
+17,087
3341
$287K ﹤0.01%
29,789
+450
3342
$286K ﹤0.01%
15,874
+258
3343
$285K ﹤0.01%
53,946
-3,160
3344
$283K ﹤0.01%
98,399
+6,611
3345
$281K ﹤0.01%
11,741
-825
3346
$278K ﹤0.01%
19,952
-231
3347
$277K ﹤0.01%
15,912
+208
3348
$277K ﹤0.01%
13,459
+164
3349
$276K ﹤0.01%
64,294
+619
3350
$276K ﹤0.01%
9,509
+2,895