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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$11.6M ﹤0.01%
441,832
-57,284
1352
$11.6M ﹤0.01%
302,870
+8,233
1353
$11.6M ﹤0.01%
886,411
+82,744
1354
$11.6M ﹤0.01%
360,675
-37,328
1355
$11.5M ﹤0.01%
369,423
-14,422
1356
$11.5M ﹤0.01%
1,177,084
+561,086
1357
$11.5M ﹤0.01%
349,144
+289,541
1358
$11.5M ﹤0.01%
445,350
+15,850
1359
$11.5M ﹤0.01%
531,974
-13,164
1360
$11.5M ﹤0.01%
383,446
+26,806
1361
$11.4M ﹤0.01%
314,681
+51,372
1362
$11.4M ﹤0.01%
246,322
+15,042
1363
$11.3M ﹤0.01%
865,595
-26,619
1364
$11.3M ﹤0.01%
348,959
-2,428,768
1365
$11.2M ﹤0.01%
190,617
-232
1366
$11.2M ﹤0.01%
590,525
-11,061
1367
$11.2M ﹤0.01%
779,862
+158,888
1368
$11.2M ﹤0.01%
1,129,152
+112,048
1369
$11.2M ﹤0.01%
77,553
-28,660
1370
$11.1M ﹤0.01%
712,406
-51,542
1371
$11.1M ﹤0.01%
518,520
+158,924
1372
$11.1M ﹤0.01%
357,388
+321,067
1373
$11.1M ﹤0.01%
767,087
+190,843
1374
$11.1M ﹤0.01%
297,402
-3,554
1375
$11M ﹤0.01%
467,183
+139,342