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
1376
$10.3M ﹤0.01%
117,091
+104,092
1377
$10.3M ﹤0.01%
334,600
-177,800
1378
$10.3M ﹤0.01%
+433,947
1379
$10.3M ﹤0.01%
65,748
+18,085
1380
$10.2M ﹤0.01%
161,630
-6,886
1381
$10.2M ﹤0.01%
219,945
+21,818
1382
$10.1M ﹤0.01%
525,078
+82,190
1383
$10.1M ﹤0.01%
200,351
+16,975
1384
$10.1M ﹤0.01%
7,440,336
+266,393
1385
$10.1M ﹤0.01%
479,765
-15,364
1386
$10M ﹤0.01%
438,381
-3,541
1387
$10M ﹤0.01%
814,848
+448,718
1388
$9.98M ﹤0.01%
528,717
-495,025
1389
$9.98M ﹤0.01%
200,000
1390
$9.93M ﹤0.01%
348,367
-9,021
1391
$9.86M ﹤0.01%
+930,633
1392
$9.81M ﹤0.01%
104,867
+63,420
1393
$9.81M ﹤0.01%
141,834
+86,691
1394
$9.77M ﹤0.01%
189,024
-63,185
1395
$9.74M ﹤0.01%
180,950
-77,826
1396
$9.72M ﹤0.01%
600,036
+197,754
1397
$9.69M ﹤0.01%
203,302
-105,967
1398
$9.68M ﹤0.01%
546,593
+24,155
1399
$9.67M ﹤0.01%
843,557
+121,593
1400
$9.65M ﹤0.01%
382,488
-59,344