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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$17.6M 0.01%
623,502
+153,138
1302
$17.6M 0.01%
398,354
+373,217
1303
$17.6M 0.01%
243,042
+81,694
1304
$17.5M 0.01%
1,371,519
+564,008
1305
$17.5M 0.01%
506,213
+102,931
1306
$17.5M 0.01%
978,911
+75,389
1307
$17.5M 0.01%
342,658
-207,823
1308
$17.5M 0.01%
1,884,700
+181,100
1309
$17.5M 0.01%
250,134
+9,210
1310
$17.3M 0.01%
470,508
-71,574
1311
$17.2M 0.01%
751,054
+360,696
1312
$17.2M 0.01%
307,680
-1,059,209
1313
$17.2M 0.01%
2,040,060
-4,703,425
1314
$17.2M 0.01%
1,617,679
+1,071,509
1315
$17.1M 0.01%
155,294
+50,304
1316
$17.1M 0.01%
803,313
-81,842
1317
$17.1M 0.01%
612,390
+261,447
1318
$17M 0.01%
1,235,447
-990,159
1319
$17M 0.01%
293,798
-299,774
1320
$17M 0.01%
4,298,598
+2,287,300
1321
$16.9M 0.01%
408,592
+219,157
1322
$16.9M 0.01%
11,367
-12,904
1323
$16.8M 0.01%
596,084
+285,449
1324
$16.6M 0.01%
508,508
+188,838
1325
$16.6M 0.01%
700,113
-115,278