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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$250K ﹤0.01%
17,475
-1,662
3377
$250K ﹤0.01%
11,708
-585
3378
$249K ﹤0.01%
24,237
+2,292
3379
$249K ﹤0.01%
41,370
+2,717
3380
$247K ﹤0.01%
16,988
+2,290
3381
$247K ﹤0.01%
15,343
+1,570
3382
$247K ﹤0.01%
2,177
+259
3383
$247K ﹤0.01%
11,904
+2,195
3384
$246K ﹤0.01%
67,827
-13,167
3385
$246K ﹤0.01%
28,013
+3,755
3386
$246K ﹤0.01%
27,244
+3,779
3387
$245K ﹤0.01%
245,254
-20,921
3388
$245K ﹤0.01%
4,540
-31,449
3389
$242K ﹤0.01%
16,346
+2,065
3390
$241K ﹤0.01%
73,784
-12,570
3391
$240K ﹤0.01%
+4,282
3392
$236K ﹤0.01%
4,711
-1,366
3393
$236K ﹤0.01%
14,288
-1,876
3394
$235K ﹤0.01%
33,025
-1,907
3395
$233K ﹤0.01%
13,680
+3,591
3396
$232K ﹤0.01%
12,538
+1,517
3397
$231K ﹤0.01%
34,888
+3,884
3398
$230K ﹤0.01%
15,623
+3,402
3399
$230K ﹤0.01%
1,208
-239
3400
$230K ﹤0.01%
48,410
+5,689