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
1051
$27.5M 0.01%
2,891,047
+164,434
1052
$27.4M 0.01%
3,486,685
-653,603
1053
$27.3M 0.01%
1,715,773
+452,745
1054
$27.2M 0.01%
104,482
+10,668
1055
$27.1M 0.01%
1,925,500
-13,300
1056
$27.1M 0.01%
570,783
+168,533
1057
$26.9M 0.01%
13,317,416
+4,314,459
1058
$26.8M 0.01%
462,580
+53,371
1059
$26.7M 0.01%
1,302,146
-199,434
1060
$26.7M 0.01%
2,225,606
-248,252
1061
$26.7M 0.01%
1,754,941
-47,347
1062
$26.6M 0.01%
579,226
+474,721
1063
$26.6M 0.01%
1,332,268
+105,804
1064
$26.6M 0.01%
1,914,123
-640,067
1065
$26.6M 0.01%
974,835
+66,703
1066
$26.5M 0.01%
200,920
+30,176
1067
$26.4M 0.01%
3,257,831
-27,138
1068
$26.3M 0.01%
747,497
+31,839
1069
$26.3M 0.01%
484,680
-35,606
1070
$26.2M 0.01%
3,399,167
-4,521,700
1071
$26.2M 0.01%
1,255,416
-369,657
1072
$26.1M 0.01%
5,093,916
+1,044,910
1073
$26.1M 0.01%
4,479,571
-19,251
1074
$26.1M 0.01%
2,249,660
+95,770
1075
$25.8M 0.01%
505,784
-3,645