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
1201
$23M 0.01%
2,737,346
-28,558
1202
$23M 0.01%
2,217,394
+1,613,760
1203
$22.8M 0.01%
476,153
+151,963
1204
$22.8M 0.01%
124,137
+64,950
1205
$22.7M 0.01%
1,349,240
-16,747
1206
$22.6M 0.01%
709,432
-25,526
1207
$22.5M 0.01%
236,657
+104,766
1208
$22.5M 0.01%
410,308
-3,920
1209
$22.5M 0.01%
1,824,710
-210,206
1210
$22.4M 0.01%
1,041,839
-207,885
1211
$22.4M 0.01%
526,161
-444,572
1212
$22.3M 0.01%
2,291,019
+1,806,877
1213
$22.2M 0.01%
570,290
+331,187
1214
$22M 0.01%
+2,714,948
1215
$22M 0.01%
576,640
-437,353
1216
$21.9M 0.01%
1,882,017
1217
$21.7M 0.01%
259,802
+74,867
1218
$21.6M 0.01%
1,696,071
+584,731
1219
$21.5M 0.01%
874,337
+120,210
1220
$21.4M 0.01%
4,383,817
-58,875
1221
$21.4M 0.01%
854,319
+266,101
1222
$21.3M 0.01%
520,909
-15,833
1223
$21.2M 0.01%
+355,057
1224
$21.1M 0.01%
209,735
-7,582
1225
$21M 0.01%
112,127
+10,911