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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-1,635,556
1202
$16.7M 0.01%
160,173
-20,914
1203
$16.7M 0.01%
413,504
+377,362
1204
$16.7M 0.01%
752,497
+120,545
1205
$16.6M 0.01%
960,686
+36,090
1206
$16.6M 0.01%
608,453
-621,477
1207
$16.6M 0.01%
672,596
+105,488
1208
$16.5M 0.01%
946,673
+40,851
1209
$16.5M 0.01%
667,749
+126,384
1210
$16.4M 0.01%
512,400
1211
$16.4M 0.01%
869,663
+42,500
1212
$16.3M 0.01%
128,601
+19,647
1213
$16.3M 0.01%
684,194
+255,596
1214
$16.3M 0.01%
272,809
+150,585
1215
$16.3M 0.01%
337,546
-88,432
1216
$16.2M 0.01%
1,672,497
+130,227
1217
$16.2M 0.01%
903,585
+14,073
1218
$16.2M 0.01%
349,895
+77,348
1219
$16.2M 0.01%
416,433
+11,910
1220
$16.1M 0.01%
1,035,257
-114,204
1221
$16.1M 0.01%
211,040
+1,782
1222
$16.1M 0.01%
318,404
-7,234
1223
$15.9M 0.01%
124,272
-3,345
1224
$15.9M 0.01%
2,137,235
-24,502
1225
$15.8M 0.01%
168,466
-10,176