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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$244K ﹤0.01%
+21,773
3427
$242K ﹤0.01%
4,585
-996
3428
$242K ﹤0.01%
10,534
-6,060
3429
$241K ﹤0.01%
6,552
-36,859
3430
$240K ﹤0.01%
49,229
-3,455
3431
$239K ﹤0.01%
18,226
+1,017
3432
$238K ﹤0.01%
+32,266
3433
$237K ﹤0.01%
+31,296
3434
$237K ﹤0.01%
25,720
-75,114
3435
$237K ﹤0.01%
+55,877
3436
$236K ﹤0.01%
+5,661
3437
$234K ﹤0.01%
58,527
-88,274
3438
$233K ﹤0.01%
+9,257
3439
$231K ﹤0.01%
43,083
+30,237
3440
$230K ﹤0.01%
2,437
-5,777
3441
$230K ﹤0.01%
+6,927
3442
$229K ﹤0.01%
9,976
+574
3443
$228K ﹤0.01%
3,997
+154
3444
$228K ﹤0.01%
+7,072
3445
$228K ﹤0.01%
53,509
-1,158
3446
$225K ﹤0.01%
25,001
-217,659
3447
$224K ﹤0.01%
2,105
-502
3448
$223K ﹤0.01%
15,619
+2,161
3449
$222K ﹤0.01%
+11,904
3450
$222K ﹤0.01%
+59,650