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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$93.5M 0.04%
3,423,420
-3,235,458
527
$92.9M 0.04%
2,764,120
+436,215
528
$92.8M 0.04%
1,934,854
-172,711
529
$92.7M 0.04%
803,261
+227,538
530
$92.6M 0.04%
5,517,880
+2,495,468
531
$92.5M 0.04%
533,629
-697
532
$92.4M 0.04%
737,568
-324,972
533
$92.2M 0.04%
4,135,848
+379,040
534
$91.8M 0.04%
1,773,694
-201,445
535
$91.8M 0.04%
1,880,831
-448,311
536
$91.7M 0.04%
298,090
-34,224
537
$91.6M 0.04%
11,160,646
-3,602,073
538
$91.2M 0.04%
3,170,140
-120,219
539
$91.1M 0.04%
2,178,568
-99,843
540
$91.1M 0.04%
978,009
-143,064
541
$91.1M 0.04%
10,983,099
+4,486,889
542
$91M 0.04%
8,247,320
-1,849,065
543
$91M 0.04%
5,378,515
-1,454,940
544
$90.8M 0.04%
10,423,654
+3,953,137
545
$90.6M 0.04%
1,211,145
+190,558
546
$89.1M 0.04%
10,375,636
-1,396,988
547
$88.9M 0.04%
2,006,636
-89,727
548
$88.8M 0.04%
2,477,669
+716,829
549
$88.6M 0.04%
1,361,946
-64,452
550
$88.5M 0.04%
2,414,133
-351,943