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
3476
$196K ﹤0.01%
+33,330
3477
$193K ﹤0.01%
13,780
-3,977
3478
$189K ﹤0.01%
+12,611
3479
$188K ﹤0.01%
8,998
-55
3480
$188K ﹤0.01%
+25,256
3481
$187K ﹤0.01%
35,873
-11,900
3482
$187K ﹤0.01%
14,145
-3,664
3483
$184K ﹤0.01%
+28,133
3484
$183K ﹤0.01%
12,909
-1,012
3485
$181K ﹤0.01%
180,553
-97,790
3486
$176K ﹤0.01%
+25,250
3487
$175K ﹤0.01%
31,792
-6,825
3488
$175K ﹤0.01%
17,798
-70,523
3489
$174K ﹤0.01%
2,980
-1,548
3490
$173K ﹤0.01%
2,168
+770
3491
$172K ﹤0.01%
+19,744
3492
$171K ﹤0.01%
+12,543
3493
$168K ﹤0.01%
38,033
+5,213
3494
$165K ﹤0.01%
21,350
+2,657
3495
$164K ﹤0.01%
+40,300
3496
$163K ﹤0.01%
13,602
-1,414
3497
$162K ﹤0.01%
10,460
+7,108
3498
$161K ﹤0.01%
+15,524
3499
$160K ﹤0.01%
+41,104
3500
$159K ﹤0.01%
+7,620