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
3426
$100K ﹤0.01%
+10,946
3427
$97K ﹤0.01%
119,432
-49,317
3428
$97K ﹤0.01%
+16,871
3429
$96K ﹤0.01%
+16,700
3430
$96K ﹤0.01%
+32,849
3431
$95K ﹤0.01%
17,912
+68
3432
$95K ﹤0.01%
13,834
+1,381
3433
$94K ﹤0.01%
+24,895
3434
$93K ﹤0.01%
10,902
-1,108
3435
$92K ﹤0.01%
11,322
+848
3436
$89K ﹤0.01%
8,702
-2,227
3437
$88K ﹤0.01%
339,714
-9,689
3438
$88K ﹤0.01%
+20,397
3439
$83K ﹤0.01%
81,250
+37,042
3440
$83K ﹤0.01%
+10,884
3441
$82K ﹤0.01%
+14,413
3442
$80K ﹤0.01%
3,664
-478
3443
$76K ﹤0.01%
+709
3444
$76K ﹤0.01%
+84,784
3445
$73K ﹤0.01%
17,357
+1,202
3446
$73K ﹤0.01%
53,900
-8,213
3447
$73K ﹤0.01%
5,390
-821
3448
$73K ﹤0.01%
6,940
-1,057
3449
$71K ﹤0.01%
19,370
-13,976
3450
$70K ﹤0.01%
20,236
-386,778