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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$24.8M 0.01%
1,297,539
+768,407
1302
$24.6M 0.01%
391,448
-101,964
1303
$24.6M 0.01%
459,736
+10,850
1304
$24.4M 0.01%
866,352
-8,345
1305
$24.4M 0.01%
2,938,914
+549,292
1306
$24.4M 0.01%
4,472,696
+2,366,718
1307
$24.3M 0.01%
350,301
-14,135
1308
$24.3M 0.01%
1,363,033
+1,317,167
1309
$24.2M 0.01%
788,309
+130,650
1310
$24.2M 0.01%
670,516
+198,863
1311
$24.2M 0.01%
473,732
+70,910
1312
$24.2M 0.01%
349,613
+236,258
1313
$24.1M 0.01%
3,332,103
-107,481
1314
$24.1M 0.01%
754,012
+627,468
1315
$24M 0.01%
442,655
+731
1316
$24M 0.01%
2,286,930
-1,036,405
1317
$23.9M 0.01%
896,643
+13,379
1318
$23.8M 0.01%
590,704
-492,909
1319
$23.7M 0.01%
499,725
+83,483
1320
$23.7M 0.01%
1,537,407
-177,492
1321
$23.5M 0.01%
1,028,097
+794,057
1322
$23.5M 0.01%
384,793
+47,010
1323
$23.5M 0.01%
1,416,855
+35,264
1324
$23.4M 0.01%
470,667
-961,304
1325
$23.2M 0.01%
1,061,674
-84,377