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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$31.9M 0.01%
1,513,605
+677,211
1077
$31.8M 0.01%
442,595
-44,309
1078
$31.7M 0.01%
724,609
+469,596
1079
$31.6M 0.01%
742,788
+183,873
1080
$31.5M 0.01%
23,500
-3,100
1081
$31.5M 0.01%
697,211
+237,703
1082
$31.5M 0.01%
288,000
1083
$31.4M 0.01%
1,228,096
+69,750
1084
$31.4M 0.01%
1,170,746
-107,014
1085
$31.4M 0.01%
2,242,072
-480,355
1086
$31.3M 0.01%
1,269,522
-43,180
1087
$31.3M 0.01%
4,246,141
+657,080
1088
$31.3M 0.01%
1,099,481
+155,275
1089
$31.2M 0.01%
1,440,189
+100,275
1090
$31.1M 0.01%
291,730
+16,261
1091
$31M 0.01%
3,032,975
+1,300,559
1092
$31M 0.01%
1,080,572
-217,038
1093
$30.7M 0.01%
1,593,948
+176,803
1094
$30.7M 0.01%
594,834
+524,549
1095
$30.6M 0.01%
474,854
-104,372
1096
$30.6M 0.01%
536,840
-120,598
1097
$30.5M 0.01%
425,019
+17,911
1098
$30.4M 0.01%
1,090,993
-147,692
1099
$30.2M 0.01%
941,944
+209,723
1100
$30.2M 0.01%
450,723
+32,843