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
701
$57.5M 0.02%
6,666,654
+972,828
702
$57.3M 0.02%
961,000
-5,241
703
$57.1M 0.02%
1,420,685
+1,192,926
704
$56.8M 0.02%
5,561,328
+236,702
705
$56.7M 0.02%
1,579,804
-77,839
706
$56.3M 0.02%
4,879,630
-279,880
707
$56.1M 0.02%
1,461,538
-20,715
708
$56.1M 0.02%
2,250,968
-680,501
709
$56.1M 0.02%
1,249,826
+32,330
710
$56M 0.02%
365,828
+36,766
711
$55.2M 0.02%
518,507
+196,665
712
$55M 0.02%
948,671
-42,464
713
$55M 0.02%
1,703,303
+515,461
714
$54.8M 0.02%
1,540,651
+345,751
715
$54.7M 0.02%
1,807,155
+151,566
716
$54.4M 0.02%
365,482
-196,892
717
$54.3M 0.02%
1,259,193
+1,030,065
718
$54.1M 0.02%
2,036,271
+147,227
719
$54.1M 0.02%
1,679,103
-29,744
720
$54.1M 0.02%
3,630,644
-509,740
721
$53.6M 0.02%
520,491
+31,989
722
$53.4M 0.02%
825,672
+5,045
723
$53.1M 0.02%
1,408,753
-36,628
724
$53.1M 0.02%
1,411,925
-4,072,408
725
$53M 0.02%
1,161,442
-274,628