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
1076
$25.8M 0.01%
447,326
+188,775
1077
$25.7M 0.01%
357,619
-42,794
1078
$25.7M 0.01%
99,762
+65,946
1079
$25.7M 0.01%
3,380,120
+180,206
1080
$25.6M 0.01%
245,206
-4,554
1081
$25.6M 0.01%
1,459,178
-215,134
1082
$25.5M 0.01%
504,116
-33,028
1083
$25.4M 0.01%
1,112,097
-257,806
1084
$25.2M 0.01%
1,339,914
+198,692
1085
$25.1M 0.01%
5,113,792
-729,830
1086
$25M 0.01%
1,299,559
-952,048
1087
$24.8M 0.01%
6,596,684
-12,347
1088
$24.8M 0.01%
2,267,523
+1,712,989
1089
$24.8M 0.01%
3,442,426
+591,493
1090
$24.7M 0.01%
558,915
-28,211
1091
$24.6M 0.01%
+1,383,098
1092
$24.6M 0.01%
1,840,567
-71,617
1093
$24.6M 0.01%
539,065
+1,042
1094
$24.5M 0.01%
589,705
+13,185
1095
$24.4M 0.01%
714,431
+4,494
1096
$24.4M 0.01%
394,708
-70,112
1097
$24.3M 0.01%
757,314
-18,459
1098
$24.3M 0.01%
1,877,720
-154,749
1099
$24.2M 0.01%
737,600
-39,585
1100
$24.2M 0.01%
573,626
-950,634