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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$21.7M 0.01%
1,043,428
-6,103
1077
$21.5M 0.01%
1,948,652
+138,307
1078
$21.5M 0.01%
912,647
-774,425
1079
$21.4M 0.01%
668,618
-254,789
1080
$21.4M 0.01%
2,635,046
-32,322
1081
$21.4M 0.01%
957,532
-463,417
1082
$21.2M 0.01%
219,746
+77,100
1083
$21.2M 0.01%
442,163
+18,582
1084
$21.2M 0.01%
488,170
+38,188
1085
$21.2M 0.01%
1,137,557
+206,565
1086
$21.1M 0.01%
384,787
+58,634
1087
$21.1M 0.01%
+539,610
1088
$21.1M 0.01%
221,101
-9,587
1089
$21.1M 0.01%
284,200
+75,190
1090
$20.9M 0.01%
579,853
-17,590
1091
$20.9M 0.01%
+77,063
1092
$20.9M 0.01%
202,289
+25,317
1093
$20.8M 0.01%
705,739
-20,952
1094
$20.7M 0.01%
2,101,463
+1,456,981
1095
$20.7M 0.01%
49,855
-7,427
1096
$20.7M 0.01%
551,647
-17,082
1097
$20.6M 0.01%
2,754,385
-135,818
1098
$20.4M 0.01%
274,391
+15,446
1099
$20.4M 0.01%
638,060
+6,404
1100
$20.3M 0.01%
329,318
+9,400