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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$197K ﹤0.01%
11,242
+570
3452
$197K ﹤0.01%
10,646
+528
3453
0
3454
$195K ﹤0.01%
4,330
+390
3455
$195K ﹤0.01%
548
-45
3456
$195K ﹤0.01%
21,358
+1,106
3457
$194K ﹤0.01%
13,420
+683
3458
$193K ﹤0.01%
9,780
+498
3459
$191K ﹤0.01%
14,245
+726
3460
$191K ﹤0.01%
17,021
+783
3461
$191K ﹤0.01%
61,787
+3,198
3462
$190K ﹤0.01%
8,068
+374
3463
$190K ﹤0.01%
6,532
+350
3464
$189K ﹤0.01%
9,762
+484
3465
$189K ﹤0.01%
32,965
+1,657
3466
$188K ﹤0.01%
8,306
+433
3467
$188K ﹤0.01%
21,580
+25
3468
$186K ﹤0.01%
5,106
-71,475
3469
$186K ﹤0.01%
11,694
-7,630
3470
$186K ﹤0.01%
28,767
+1,452
3471
$186K ﹤0.01%
28,867
-3,239
3472
$186K ﹤0.01%
+3,713
3473
$185K ﹤0.01%
46,031
+2,355
3474
$185K ﹤0.01%
19,235
-1,605
3475
$184K ﹤0.01%
+2,394