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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$126M 0.05%
2,339,384
+339,475
427
$126M 0.05%
1,244,940
+31,663
428
$126M 0.05%
1,188,938
-9,819
429
$125M 0.05%
1,623,962
-1,177,705
430
$125M 0.05%
3,671,528
-1,926,627
431
$124M 0.05%
839,555
+412,080
432
$124M 0.05%
18,309,296
+2,304,208
433
$124M 0.05%
2,355,322
+168,059
434
$123M 0.05%
3,931,855
-171,495
435
$122M 0.05%
5,315,274
+321,894
436
$122M 0.05%
6,542,830
+120,260
437
$122M 0.05%
1,275,079
-39,817
438
$122M 0.05%
8,161,614
+53,380
439
$121M 0.05%
3,606,636
+31,221
440
$121M 0.05%
24,876
-331
441
$120M 0.05%
10,597,945
+1,081,474
442
$120M 0.05%
3,494,557
-2,830,874
443
$120M 0.05%
2,643,915
+63,907
444
$119M 0.05%
2,664,640
-243,119
445
$119M 0.05%
4,215,658
+21,179
446
$118M 0.05%
7,836,527
+1,923,504
447
$118M 0.05%
1,628,974
-119,949
448
$118M 0.05%
4,964,587
+324,312
449
$118M 0.05%
2,113,166
+17,196
450
$118M 0.05%
1,314,041
+569,564