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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$76.2M 0.03%
65,420
-7,406
602
$76.1M 0.03%
1,198,856
-40,050
603
$75.8M 0.03%
1,995,581
+51,568
604
$75.7M 0.03%
1,540,503
-19,247
605
$75.4M 0.03%
1,272,993
-69,353
606
$75.3M 0.03%
4,427,140
-1,572,612
607
$75.2M 0.03%
4,703,814
-1,101,030
608
$74.9M 0.03%
18,571,161
-64,059
609
$74.9M 0.03%
2,647,354
-1,402,832
610
$74.9M 0.03%
886,033
+626,300
611
$74.3M 0.03%
2,266,442
+690,200
612
$74.3M 0.03%
1,901,636
+45,088
613
$74.2M 0.03%
5,391,248
+1,328,212
614
$73.7M 0.03%
2,119,345
-522,871
615
$73.3M 0.03%
7,892,816
+2,168,403
616
$73.3M 0.03%
1,164,522
-594,541
617
$73.3M 0.03%
9,316,604
-79,372
618
$72.8M 0.03%
2,793,226
+192,238
619
$72.7M 0.03%
3,103,228
-1,413,159
620
$72.5M 0.03%
1,514,876
+86,357
621
$72.2M 0.03%
1,161,371
+10,361
622
$72M 0.03%
2,654,166
-1,179,124
623
$71.8M 0.03%
3,972,202
+91,148
624
$71.7M 0.03%
1,964,317
+226,932
625
$71.6M 0.03%
1,633,490
+129,275