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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$53.5M 0.01%
1,067,077
-861,184
1002
$53.5M 0.01%
1,504,161
+1,246,983
1003
$53.4M 0.01%
1,238,869
+178,553
1004
$53.3M 0.01%
2,509,103
+2,447,740
1005
$53.2M 0.01%
1,520,349
-110,000
1006
$52.8M 0.01%
2,397,779
+12,139
1007
$52.7M 0.01%
1,168,953
-96,360
1008
$52.6M 0.01%
2,109,576
+439,553
1009
$52.4M 0.01%
435,592
+381,196
1010
$52.4M 0.01%
2,095,457
+293,899
1011
$52M 0.01%
831,791
+173,394
1012
$51.9M 0.01%
1,629,315
+185,822
1013
$51.7M 0.01%
628,519
-1,261
1014
$51.7M 0.01%
320,497
+297,866
1015
$51.7M 0.01%
1,136,602
+26,803
1016
$51.6M 0.01%
1,856,133
+305,143
1017
$51.4M 0.01%
1,431,878
-305,648
1018
$51.3M 0.01%
2,149,232
+1,997,045
1019
$51.2M 0.01%
999,371
-148,303
1020
$51.2M 0.01%
3,792,815
+392,818
1021
$51.1M 0.01%
587,733
+554,493
1022
$51M 0.01%
2,523,795
+2,023,923
1023
$50.4M 0.01%
939,594
+857,047
1024
$50.2M 0.01%
293,935
+23,102
1025
$50.1M 0.01%
1,274,580
+254,400