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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$12.9M 0.01%
449,942
-157,386
1277
$12.8M 0.01%
1,439,207
-324,154
1278
$12.8M 0.01%
207,693
+14,361
1279
$12.8M 0.01%
334,823
-217,680
1280
$12.7M 0.01%
622,630
-19,631
1281
$12.7M 0.01%
317,192
+283,721
1282
$12.7M 0.01%
281,029
-444
1283
$12.7M 0.01%
+58,061
1284
$12.6M 0.01%
996,339
-14,325
1285
$12.6M 0.01%
1,371,650
-75,639
1286
$12.6M 0.01%
403,359
-197,147
1287
$12.6M 0.01%
417,337
-1,616,255
1288
$12.6M 0.01%
266,294
+6,221
1289
$12.5M 0.01%
394,010
+14,456
1290
$12.5M 0.01%
254,331
+87,767
1291
$12.5M 0.01%
1,276,400
-6,782
1292
$12.5M 0.01%
323,814
+65,947
1293
$12.5M 0.01%
131,549
+29,484
1294
$12.5M 0.01%
+372,679
1295
$12.4M 0.01%
453,181
+87,545
1296
$12.4M 0.01%
172,090
-515,305
1297
$12.3M 0.01%
895,001
+213,279
1298
$12.3M 0.01%
383,845
-111,062
1299
$12.3M 0.01%
873,266
-26,064
1300
$12.3M 0.01%
108,954
+24,558