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
1026
$50.1M 0.01%
984,765
+62,070
1027
$49.8M 0.01%
2,187,559
+430,279
1028
$49.7M 0.01%
72,994
+14,163
1029
$49.7M 0.01%
6,892,790
+92,179
1030
$49.7M 0.01%
294,727
+118,606
1031
$49.3M 0.01%
1,830,626
-20,133
1032
$49.3M 0.01%
1,104,297
+447,492
1033
$49M 0.01%
170,935
-11,048
1034
$48.8M 0.01%
2,895,465
-372,743
1035
$48.8M 0.01%
980,062
+146,311
1036
$48.7M 0.01%
645,403
-40,839
1037
$48.6M 0.01%
587,216
+182,591
1038
$48.5M 0.01%
736,476
+519,916
1039
$48.4M 0.01%
1,231,201
-53,232
1040
$48.4M 0.01%
1,322,955
+15,898
1041
$48.2M 0.01%
1,929,076
-1,020,582
1042
$48.2M 0.01%
643,171
+20,668
1043
$48.1M 0.01%
1,232,828
+815,302
1044
$48.1M 0.01%
69,640
+10,714
1045
$48M 0.01%
2,855,907
+1,440,132
1046
$47.9M 0.01%
506,315
+398,891
1047
$47.8M 0.01%
789,517
+625,197
1048
$47.7M 0.01%
1,070,554
+138,751
1049
$47.2M 0.01%
761,689
+318,189
1050
$47M 0.01%
1,206,995
+514,734