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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$17.9M 0.01%
1,504,030
+100,877
1227
$17.8M 0.01%
781,036
-661,471
1228
$17.6M 0.01%
1,499,641
-634,259
1229
$17.6M 0.01%
116,679
-15,792
1230
$17.5M 0.01%
3,495,807
+1,031,089
1231
$17.5M 0.01%
282,585
-43,670
1232
$17.4M 0.01%
1,172,884
+81,104
1233
$17.4M 0.01%
315,192
+24,929
1234
$17.4M 0.01%
1,260,050
-41,669
1235
$17.3M 0.01%
357,706
+6,969
1236
$17.3M 0.01%
743,040
+295,601
1237
$17.3M 0.01%
490,554
-193,843
1238
$17.3M 0.01%
299,643
-20,610
1239
$17.3M 0.01%
1,311,883
-194,634
1240
$17.3M 0.01%
2,648,627
+176,253
1241
$17.3M 0.01%
324,201
-91,921
1242
$17.3M 0.01%
644,000
-401,592
1243
$17.2M 0.01%
142,491
-47,554
1244
$17.2M 0.01%
+391,000
1245
$17.2M 0.01%
2,780,636
-425,472
1246
$17.1M 0.01%
754,127
-2,673
1247
$17.1M 0.01%
459,508
-765,248
1248
$17M 0.01%
1,604,592
-91,682
1249
$17M 0.01%
1,333,732
+17,082
1250
$16.9M 0.01%
1,508,759
-51,366