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
3376
$172K ﹤0.01%
31,481
+603
3377
$171K ﹤0.01%
14,717
-1,983
3378
$170K ﹤0.01%
75,880
+3,229
3379
$170K ﹤0.01%
+19,703
3380
$169K ﹤0.01%
19,495
-569
3381
$169K ﹤0.01%
40,634
-1,110
3382
$169K ﹤0.01%
54,840
+6,125
3383
$169K ﹤0.01%
72,396
-10,455
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$168K ﹤0.01%
42,076
-4,553
3385
$168K ﹤0.01%
47,048
-2,601
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$168K ﹤0.01%
13,633
+1,298
3387
$167K ﹤0.01%
14,047
-35,684
3388
$165K ﹤0.01%
72,550
-8,700
3389
$165K ﹤0.01%
47,792
-4,495
3390
$163K ﹤0.01%
100,740
-14,017
3391
$163K ﹤0.01%
48,447
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3392
$163K ﹤0.01%
21,496
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3393
$161K ﹤0.01%
+19,710
3394
$159K ﹤0.01%
19,812
-20,719
3395
$159K ﹤0.01%
14,842
+908
3396
$159K ﹤0.01%
69,874
-9,925
3397
$154K ﹤0.01%
36,754
-20,193
3398
$153K ﹤0.01%
+11,500
3399
$152K ﹤0.01%
47,375
-6,089
3400
$151K ﹤0.01%
28,412
+1,648