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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$11M ﹤0.01%
150,803
-233,016
1352
$11M ﹤0.01%
371,422
-174,231
1353
$11M ﹤0.01%
230,004
+2,782
1354
$10.9M ﹤0.01%
346,664
+43,794
1355
$10.9M ﹤0.01%
638,628
+32,159
1356
$10.9M ﹤0.01%
323,760
+9,079
1357
$10.9M ﹤0.01%
347,348
+25,860
1358
$10.8M ﹤0.01%
427,395
-16,169
1359
$10.8M ﹤0.01%
171,308
-93,275
1360
$10.8M ﹤0.01%
256,238
+9,916
1361
$10.7M ﹤0.01%
508,050
+41,228
1362
$10.7M ﹤0.01%
1,653,842
+307,620
1363
$10.7M ﹤0.01%
299,096
+1,694
1364
$10.6M ﹤0.01%
304,439
+9,065
1365
$10.6M ﹤0.01%
714,309
-167,546
1366
$10.6M ﹤0.01%
620,888
+85,296
1367
$10.6M ﹤0.01%
328,964
+43,688
1368
$10.6M ﹤0.01%
910,926
+74,047
1369
$10.5M ﹤0.01%
112,663
+562
1370
$10.5M ﹤0.01%
403,058
+50,093
1371
$10.5M ﹤0.01%
399,200
+33,630
1372
$10.4M ﹤0.01%
97,208
-168,185
1373
$10.4M ﹤0.01%
445,350
1374
$10.4M ﹤0.01%
1,189,569
-135,136
1375
$10.4M ﹤0.01%
484,521
-47,453