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
1326
$16.6M 0.01%
916,520
+474,584
1327
$16.6M 0.01%
460,340
+339,041
1328
$16.6M 0.01%
506,160
-85,632
1329
$16.5M 0.01%
370,651
+248,908
1330
$16.5M 0.01%
1,548,611
+184,673
1331
$16.4M 0.01%
622,632
-534,802
1332
$16.4M 0.01%
1,936,647
-205,627
1333
$16.4M 0.01%
591,516
+355,245
1334
$16.3M 0.01%
502,385
+222,237
1335
$16.3M 0.01%
2,946,671
-11,074,723
1336
$16.3M 0.01%
1,066,784
+656,175
1337
$16.3M 0.01%
1,755,588
-676,142
1338
$16.3M 0.01%
447,750
-178,800
1339
$16.2M 0.01%
452,487
-72,076
1340
$16.2M 0.01%
1,476,991
+244,650
1341
$16.2M 0.01%
1,329,857
+7,085
1342
$16.2M 0.01%
1,406,958
-258,619
1343
$16.2M 0.01%
6,265,824
1344
$16.2M 0.01%
416,321
-232,858
1345
$16.1M 0.01%
779,036
+468,591
1346
$16.1M 0.01%
622,819
+182,602
1347
$16M 0.01%
4,678,614
+1,352,469
1348
$16M 0.01%
511,393
+285,281
1349
$16M 0.01%
488,862
-6,292,832
1350
$16M 0.01%
1,257,628
+1,224,596