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
626
$70.6M 0.03%
1,578,793
+34,254
627
$70.5M 0.03%
1,716,384
+18,326
628
$69.6M 0.03%
776,846
-57,381
629
$69.6M 0.03%
1,316,533
-80,369
630
$69.4M 0.03%
26,097
+21,595
631
$69.3M 0.03%
2,335,272
-782,718
632
$69.1M 0.03%
1,042,647
-20,202
633
$69M 0.03%
1,050,853
-24,470
634
$68.6M 0.03%
3,264,099
-1,510
635
$68.5M 0.03%
2,778,108
-54,770
636
$68.4M 0.03%
1,503,044
+97,983
637
$68.2M 0.03%
2,702,464
-288,130
638
$68.1M 0.03%
857,488
+26,136
639
$67.8M 0.03%
1,660,602
-30,018
640
$67.8M 0.03%
1,259,359
+49,396
641
$67.7M 0.03%
1,711,425
+100
642
$67.6M 0.03%
1,827,957
-584,965
643
$67.4M 0.03%
1,851,004
-69,926
644
$67.3M 0.03%
618,385
+99,878
645
$67.2M 0.03%
1,846,071
-10,175
646
$66.4M 0.03%
2,868,752
-218,608
647
$66.3M 0.03%
4,028,099
-65,521
648
$66M 0.03%
1,667,808
-57,116
649
$65.9M 0.03%
476,904
-19,321
650
$65.9M 0.03%
603,482
-23,487