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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$23.7M 0.01%
1,008,998
+432,737
1052
$23.7M 0.01%
395,680
-105,777
1053
$23.6M 0.01%
2,037,590
+758,770
1054
$23.6M 0.01%
2,575,418
-195,630
1055
$23.6M 0.01%
368,204
-82,343
1056
$23.6M 0.01%
884,469
+103,012
1057
$23.6M 0.01%
1,409,866
+249,103
1058
$23.5M 0.01%
1,648,988
+20,767
1059
$23.5M 0.01%
469,035
+67,297
1060
$23.5M 0.01%
636,447
-24,753
1061
$23.3M 0.01%
1,412,786
+7,943
1062
$23.3M 0.01%
1,654,078
+419,137
1063
$23.3M 0.01%
461,758
-2,222
1064
$23.3M 0.01%
491,918
+19,760
1065
$23.2M 0.01%
1,483,293
-165,010
1066
$23.2M 0.01%
731,580
+26,294
1067
$23.2M 0.01%
2,499,883
-210,218
1068
$23.1M 0.01%
853,246
-32,927
1069
$23.1M 0.01%
419,271
+2,279
1070
$23.1M 0.01%
10,247,997
1071
$23M 0.01%
433,825
+371,782
1072
$22.9M 0.01%
356,358
-16,786
1073
$22.9M 0.01%
308,272
+49,068
1074
$22.9M 0.01%
523,322
+28,499
1075
$22.9M 0.01%
803,146
+264,845