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
1226
$14.3M 0.01%
640,748
1227
$14.3M 0.01%
300,935
-49,020
1228
$14.3M 0.01%
794,670
+103,100
1229
$14.3M 0.01%
468,121
+44,251
1230
$14.3M 0.01%
259,611
-13,198
1231
$14.2M 0.01%
2,073,530
-63,705
1232
$14.2M 0.01%
122,500
-1,772
1233
$14.2M 0.01%
981,698
+22,046
1234
$14.2M 0.01%
321,133
-244,980
1235
$14.1M 0.01%
449,847
+4,875
1236
$14.1M 0.01%
527,833
+36,511
1237
$14M 0.01%
857,133
-146,771
1238
$14M 0.01%
719,210
+654
1239
$14M 0.01%
319,897
-120,016
1240
$13.9M 0.01%
620,902
-115,440
1241
$13.9M 0.01%
412,602
-345,377
1242
$13.9M 0.01%
813,763
+53,601
1243
$13.8M 0.01%
578,666
-96,778
1244
$13.8M 0.01%
930,992
+43,787
1245
$13.7M 0.01%
608,138
+140,955
1246
$13.7M 0.01%
195,607
-9,062
1247
$13.6M 0.01%
855,728
+19,522
1248
$13.6M 0.01%
595,666
-646,526
1249
$13.5M 0.01%
56,953
-1,216
1250
$13.5M 0.01%
368,916
-7,938