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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$58M 0.02%
542,881
-20,193
827
$58M 0.02%
1,310,575
+26,033
828
$58M 0.02%
+1,612,818
829
$57.8M 0.02%
3,521,948
-6,339,026
830
$57.7M 0.02%
1,666,658
+627,920
831
$57.6M 0.02%
175,429
+70,947
832
$57.5M 0.02%
872,347
-4,629
833
$57.4M 0.02%
1,114,441
+10,418
834
$57.3M 0.02%
562,718
+128,911
835
$57M 0.02%
738,380
-337,674
836
$57M 0.02%
1,862,838
+1,185,895
837
$56.9M 0.02%
6,393,824
-60,311
838
$56.9M 0.02%
672,785
+188,105
839
$56.8M 0.02%
1,202,169
-43,470
840
$56.5M 0.02%
1,232,283
+135,688
841
$56.5M 0.02%
179,727
-114,004
842
$56M 0.02%
1,483,212
-2,282,124
843
$55.7M 0.02%
456,387
-32,902
844
$55.6M 0.02%
764,017
+692,789
845
$55.6M 0.02%
852,113
-567,743
846
$55.5M 0.02%
542,721
-39,706
847
$55.5M 0.02%
3,227,666
-892,999
848
$55.4M 0.02%
1,751,951
-38,356
849
$55.3M 0.02%
800,632
+238,445
850
$55.3M 0.02%
396,157
-113,931