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
1151
$18.7M 0.01%
1,309,138
+850,587
1152
$18.6M 0.01%
469,932
-33,721
1153
$18.5M 0.01%
344,757
+17,903
1154
$18.4M 0.01%
929,134
-37,803
1155
$18.3M 0.01%
784,175
+342,356
1156
$18.3M 0.01%
470,281
+6,563
1157
$18.3M 0.01%
702,500
+5,000
1158
$18.2M 0.01%
434,183
+17,840
1159
$18.2M 0.01%
435,223
-426,798
1160
$18.2M 0.01%
354,522
+8,447
1161
$18.2M 0.01%
201,815
+160,058
1162
$18.2M 0.01%
707,060
-2,057,437
1163
$18.2M 0.01%
831,368
+44,455
1164
$18.1M 0.01%
656,822
-73,631
1165
$18.1M 0.01%
614,917
+12,134
1166
$18.1M 0.01%
1,271,841
+310,425
1167
$18.1M 0.01%
1,985,060
+135,426
1168
$18M 0.01%
991,655
+22,001
1169
$18M 0.01%
2,108,442
+29,448
1170
$18M 0.01%
1,509,462
-91,325
1171
$18M 0.01%
221,571
+181,474
1172
$17.9M 0.01%
1,164,036
+39,284
1173
$17.9M 0.01%
706,620
+4,081
1174
$17.9M 0.01%
306,405
+148,233
1175
$17.9M 0.01%
797,096
+81,907