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
951
$34.6M 0.01%
394,751
+105,672
952
$34.6M 0.01%
920,988
-55,823
953
$34.5M 0.01%
729,517
-214,124
954
$34.3M 0.01%
1,549,376
-119,894
955
$34.3M 0.01%
+231,099
956
$34.2M 0.01%
1,819,548
-36,382
957
$34.2M 0.01%
1,168,707
-165,964
958
$34M 0.01%
4,486,076
-679,059
959
$33.9M 0.01%
2,009,092
+369,378
960
$33.9M 0.01%
3,240,377
-862,387
961
$33.8M 0.01%
804,431
-2,277
962
$33.8M 0.01%
1,023,949
-41,300
963
$33.7M 0.01%
26,600
+100
964
$33.4M 0.01%
2,743,866
-489,160
965
$33.4M 0.01%
2,562,867
-153,008
966
$33.4M 0.01%
544,863
-37,623
967
$33.4M 0.01%
325,860
+10
968
$33.2M 0.01%
2,166,179
+403,865
969
$33.2M 0.01%
2,722,427
-1,883,981
970
$33.2M 0.01%
1,277,760
-42,197
971
$33.1M 0.01%
946,637
-245,244
972
$33.1M 0.01%
1,263,876
-386,947
973
$33.1M 0.01%
433,807
-70,761
974
$33.1M 0.01%
96,892
+3,482
975
$33.1M 0.01%
164,559
+20,126