Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.92%
4 Consumer Discretionary 12.35%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-178,236
3602
-4,458,100
3603
-9,020,464
3604
-10,969
3605
-641,327
3606
-31,700
3607
-19,757
3608
-699,989
3609
-122,923
3610
-17,687
3611
-20,721
3612
-1,359,146
3613
-5,776
3614
-409,838
3615
-1,946,824
3616
-427,757
3617
-331,390
3618
-66,957
3619
-1,238,516
3620
-743,040
3621
-1,150,691