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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$126K ﹤0.01%
+56,999
3377
$126K ﹤0.01%
16,318
-7,526
3378
$126K ﹤0.01%
+29,100
3379
$126K ﹤0.01%
221,171
+200,440
3380
$125K ﹤0.01%
119,872
+37,041
3381
$124K ﹤0.01%
+28,577
3382
$123K ﹤0.01%
+40,183
3383
$122K ﹤0.01%
11,211
+1,013
3384
$122K ﹤0.01%
34,983
-1,230
3385
$122K ﹤0.01%
15,045
-1,058
3386
$121K ﹤0.01%
82,851
+51,464
3387
$120K ﹤0.01%
+31,543
3388
$119K ﹤0.01%
114,757
+87,540
3389
$119K ﹤0.01%
56,458
+18,627
3390
$119K ﹤0.01%
16,250
+3,150
3391
$119K ﹤0.01%
253,026
+234,364
3392
$118K ﹤0.01%
+22,999
3393
$118K ﹤0.01%
+46,629
3394
$118K ﹤0.01%
22,519
-47,412
3395
$118K ﹤0.01%
+56,884
3396
$117K ﹤0.01%
44,572
-145,729
3397
$116K ﹤0.01%
32,626
-3,332
3398
$116K ﹤0.01%
21,763
+2,807
3399
$116K ﹤0.01%
26,764
-4,078
3400
$115K ﹤0.01%
+28,629