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
1276
$15.7M 0.01%
2,765,904
+421,652
1277
$15.7M 0.01%
722,159
+314,831
1278
$15.7M 0.01%
1,267,200
-573,400
1279
$15.6M 0.01%
373,663
-4,309
1280
$15.6M 0.01%
1,417,145
+1,222,520
1281
$15.6M 0.01%
583,797
-61,141
1282
$15.6M 0.01%
2,142,274
+363,337
1283
$15.5M 0.01%
403,911
+11,165
1284
$15.5M 0.01%
658,381
-83,914
1285
$15.4M 0.01%
441,700
-6,012
1286
$15.3M 0.01%
193,738
-24,675
1287
$15.3M 0.01%
2,431,730
-667,983
1288
$15.3M 0.01%
626,550
-19,969
1289
$15.2M 0.01%
347,248
+204,650
1290
$15.2M 0.01%
556,938
-14,774
1291
$15.2M 0.01%
397,120
-63,051
1292
$15.2M 0.01%
+444,867
1293
$15.1M 0.01%
833,598
-49,305
1294
$15.1M 0.01%
333,073
+45,042
1295
$15.1M 0.01%
149,707
-33,181
1296
$15.1M 0.01%
171,629
-6,982
1297
$15.1M 0.01%
448,907
-161,445
1298
$15.1M 0.01%
1,406,642
-166,884
1299
$15M 0.01%
1,322,772
+64,987
1300
$14.9M 0.01%
122,923
+25,560