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
$277B
AUM Growth
+$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1 +$328M
2 +$283M
3 +$254M
4
ASML icon
ASML
ASML
+$245M
5
BKR icon
Baker Hughes
BKR
+$207M

Top Sells

1 +$306M
2 +$275M
3 +$217M
4
IBM icon
IBM
IBM
+$203M
5
SPG icon
Simon Property Group
SPG
+$194M

Sector Composition

1 Technology 17.46%
2 Financials 15.06%
3 Healthcare 11.07%
4 Consumer Discretionary 10.27%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$19.1M 0.01%
140,918
+486
1202
$19.1M 0.01%
799,281
-22,140
1203
$18.9M 0.01%
427,334
+26,341
1204
$18.9M 0.01%
353,358
+4,030
1205
$18.9M 0.01%
251,436
-524,357
1206
$18.8M 0.01%
929,065
-158,063
1207
$18.8M 0.01%
290,950
+269,072
1208
$18.7M 0.01%
1,141,767
+63,501
1209
$18.7M 0.01%
873,376
-241,674
1210
$18.7M 0.01%
311,023
+92,422
1211
$18.6M 0.01%
460,380
+45,046
1212
$18.5M 0.01%
103,880
+88,022
1213
$18.5M 0.01%
2,141,061
+377,418
1214
$18.5M 0.01%
800,805
+93,841
1215
$18.5M 0.01%
488,302
-3,522
1216
$18.5M 0.01%
313,767
+12,134
1217
$18.4M 0.01%
598,211
+30,888
1218
$18.4M 0.01%
26,108
+2,545
1219
$18.3M 0.01%
142,617
+21,304
1220
$18.3M 0.01%
712,525
+143,137
1221
$18.3M 0.01%
1,129,353
-192,130
1222
$18.3M 0.01%
174,397
+153,741
1223
$18.3M 0.01%
924,292
-387,344
1224
$18.2M 0.01%
916,746
+7,117
1225
$18.2M 0.01%
373,108
+166,410