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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$133M 0.05%
4,052,248
+314,638
427
$133M 0.05%
4,944,982
+516,299
428
$132M 0.05%
3,800,307
+128,779
429
$131M 0.05%
6,839,184
+2,298,370
430
$131M 0.05%
3,216,630
+404,589
431
$130M 0.05%
2,082,971
-110,134
432
$130M 0.05%
1,165,344
+337,455
433
$130M 0.05%
6,649,499
-12,016
434
$130M 0.05%
3,133,742
+905,098
435
$130M 0.05%
2,175,252
+62,086
436
$128M 0.05%
4,741,043
+77,772
437
$128M 0.05%
5,149,532
-165,742
438
$127M 0.05%
869,434
+591,480
439
$126M 0.05%
2,683,250
+54,509
440
$125M 0.05%
6,396,035
+700,106
441
$125M 0.05%
2,102,910
+117,962
442
$125M 0.05%
607,142
-117,249
443
$125M 0.05%
1,165,886
-23,052
444
$124M 0.05%
1,989,914
-2,068,808
445
$124M 0.05%
2,485,778
+130,456
446
$123M 0.05%
2,250,540
+43,710
447
$123M 0.05%
1,487,669
+352,658
448
$122M 0.05%
2,754,789
+107,769
449
$122M 0.05%
2,937,204
-438,233
450
$122M 0.05%
1,164,171
+74,389