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
1176
$24.6M 0.01%
275,921
-256,521
1177
$24.6M 0.01%
397,466
+97,359
1178
$24.6M 0.01%
1,438,373
+257,389
1179
$24.5M 0.01%
807,423
-83,404
1180
$24.5M 0.01%
220,229
+31,563
1181
$24.4M 0.01%
2,999,331
-149,383
1182
$24.3M 0.01%
122,590
-41,969
1183
$24.2M 0.01%
195,045
-199,706
1184
$24.2M 0.01%
122,555
+44,515
1185
$24.1M 0.01%
+542,651
1186
$24M 0.01%
838,838
+180,457
1187
$24M 0.01%
527,110
-389,011
1188
$24M 0.01%
2,618,900
+88,900
1189
$24M 0.01%
538,609
-61,680
1190
$23.8M 0.01%
657,977
+246,887
1191
$23.8M 0.01%
656,367
+233,506
1192
$23.8M 0.01%
1,531,420
-1,192,262
1193
$23.6M 0.01%
132,594
+15,133
1194
$23.5M 0.01%
2,416,674
+943,401
1195
$23.4M 0.01%
954,953
+450,560
1196
$23.4M 0.01%
644,149
+172,245
1197
$23.3M 0.01%
755,241
+176,820
1198
$23.3M 0.01%
206,567
+31,821
1199
$23.1M 0.01%
322,925
-8,824
1200
$23M 0.01%
+39,312