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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$15.2M 0.01%
924,642
-372,934
1202
$15.1M 0.01%
350,589
+241,021
1203
$15.1M 0.01%
629,338
-2,322
1204
$14.9M 0.01%
490,084
+93,178
1205
$14.9M 0.01%
461,700
+55,472
1206
$14.9M 0.01%
455,170
-46,622
1207
$14.9M 0.01%
572,941
-998
1208
$14.9M 0.01%
813,673
-55,990
1209
$14.9M 0.01%
481,074
+171,611
1210
$14.7M 0.01%
902,113
-1,472
1211
$14.7M 0.01%
151,406
+58
1212
$14.7M 0.01%
979,103
-275,415
1213
$14.7M 0.01%
+293,000
1214
$14.6M 0.01%
2,039
+889
1215
$14.6M 0.01%
+1,395,082
1216
$14.6M 0.01%
420,137
+7,205
1217
$14.6M 0.01%
356,597
+92,356
1218
$14.6M 0.01%
1,582,289
-90,208
1219
0
1220
$14.4M 0.01%
1,457,133
-268,833
1221
$14.4M 0.01%
230,601
+18,717
1222
$14.4M 0.01%
2,182,803
+235,144
1223
$14.4M 0.01%
322,320
-75,256
1224
$14.4M 0.01%
568,531
+17,054
1225
$14.4M 0.01%
100,993
+52,526