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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$34.1M 0.01%
398,510
-74,652
1177
$33.8M 0.01%
1,181,856
-61,062
1178
$33.6M 0.01%
1,069,186
+419,185
1179
$33.3M 0.01%
232,732
+121,625
1180
$33.1M 0.01%
361,605
+329,869
1181
$33.1M 0.01%
406,408
+308,766
1182
$33M 0.01%
27,496
-2,100
1183
$32.9M 0.01%
3,531,588
-93,731
1184
$32.8M 0.01%
1,295,819
-59,892
1185
$32.8M 0.01%
2,837,801
-37,065
1186
$32.7M 0.01%
1,491,885
-148,170
1187
$32.6M 0.01%
1,629,251
+60,471
1188
$32.6M 0.01%
1,778,890
+111,812
1189
$32.5M 0.01%
485,314
-25,129
1190
$32.4M 0.01%
+926,786
1191
$32.2M 0.01%
434,792
-868
1192
$32.2M 0.01%
+6,227,012
1193
$32.1M 0.01%
828,900
+133,300
1194
$32M 0.01%
1,408,688
+20,062
1195
$31.9M 0.01%
572,533
+413,288
1196
$31.9M 0.01%
2,772,090
+226,302
1197
$31.7M 0.01%
438,620
-102,676
1198
$31.7M 0.01%
1,650,042
+180,208
1199
$31.6M 0.01%
2,864,994
+183,432
1200
$31.6M 0.01%
+1,790,934