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
1151
$25.7M 0.01%
663,109
+604,893
1152
$25.6M 0.01%
717,838
-30,470
1153
$25.6M 0.01%
6,140,000
+540,000
1154
$25.5M 0.01%
3,633,444
-852,632
1155
$25.4M 0.01%
300,845
-10,483
1156
$25.4M 0.01%
684,732
+534,592
1157
$25.4M 0.01%
431,889
+163,471
1158
$25.3M 0.01%
184,647
+15,563
1159
$25.2M 0.01%
20,230
+300
1160
$25.2M 0.01%
1,546,311
-1,476,570
1161
$25.2M 0.01%
866,700
-13,300
1162
$25.1M 0.01%
1,206,665
-48,751
1163
$25.1M 0.01%
3,390,286
+1,120,279
1164
$25.1M 0.01%
367,324
+43,123
1165
$25.1M 0.01%
368,523
+35,450
1166
$25.1M 0.01%
1,359,044
-398,881
1167
$25M 0.01%
1,878,844
-474,814
1168
$24.9M 0.01%
353,285
-129,128
1169
$24.9M 0.01%
846,224
-4,345,372
1170
$24.9M 0.01%
1,040,142
+823,280
1171
$24.9M 0.01%
413,845
+87,104
1172
$24.8M 0.01%
1,837,400
-88,100
1173
$24.8M 0.01%
1,239,537
-92,731
1174
$24.8M 0.01%
365,182
+7,476
1175
$24.7M 0.01%
2,201,626
+1,763,478