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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$13.3M 0.01%
134,317
+17,226
1302
$13.3M 0.01%
143,213
+16,680
1303
$13.3M 0.01%
+410,596
1304
$13.2M 0.01%
307,812
+54,980
1305
$13.2M 0.01%
267,388
-380,727
1306
$13.2M 0.01%
374,165
+95,938
1307
$13.1M 0.01%
132,778
-1,890
1308
$13M 0.01%
874,790
+208,201
1309
$13M 0.01%
125,438
+21,134
1310
$13M 0.01%
264,905
+44,960
1311
$13M 0.01%
558,533
+36,271
1312
$12.9M 0.01%
56,968
+55,433
1313
$12.9M 0.01%
+490,248
1314
$12.8M 0.01%
350,473
-175,822
1315
$12.8M ﹤0.01%
233,083
+69,279
1316
$12.8M ﹤0.01%
573,274
+4,743
1317
$12.7M ﹤0.01%
109,800
-55,200
1318
$12.7M ﹤0.01%
602,966
+8,628
1319
$12.7M ﹤0.01%
884,022
+28,294
1320
$12.7M ﹤0.01%
450,357
+127,679
1321
$12.7M ﹤0.01%
209,969
+55,904
1322
$12.7M ﹤0.01%
33,901
-4,518
1323
$12.7M ﹤0.01%
201,811
-382
1324
$12.5M ﹤0.01%
442,187
+94,848
1325
$12.5M ﹤0.01%
1,515,423
+58,290