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
3451
$218K ﹤0.01%
13,240
+1,620
3452
$218K ﹤0.01%
+32,020
3453
$218K ﹤0.01%
+36,611
3454
$216K ﹤0.01%
62,477
-24,925
3455
$215K ﹤0.01%
+4,182
3456
$213K ﹤0.01%
23,528
+321
3457
$213K ﹤0.01%
+24,857
3458
$212K ﹤0.01%
90,710
+6,463
3459
$211K ﹤0.01%
23,029
-179,004
3460
$210K ﹤0.01%
+20,120
3461
$209K ﹤0.01%
38
3462
$208K ﹤0.01%
43,824
+6,293
3463
$207K ﹤0.01%
36,255
+5,340
3464
$205K ﹤0.01%
24,447
+1,798
3465
$204K ﹤0.01%
+9,101
3466
$202K ﹤0.01%
19,080
-244,878
3467
$201K ﹤0.01%
13,017
-215
3468
$201K ﹤0.01%
22,337
-368
3469
$200K ﹤0.01%
23,135
+11,533
3470
$200K ﹤0.01%
16,142
+4,816
3471
$199K ﹤0.01%
23,096
-4,468
3472
$197K ﹤0.01%
+23,295
3473
$197K ﹤0.01%
30,110
-174
3474
$197K ﹤0.01%
+12,238
3475
$197K ﹤0.01%
27,750