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
$277B
AUM Growth
+$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1 +$328M
2 +$283M
3 +$254M
4
ASML icon
ASML
ASML
+$245M
5
BKR icon
Baker Hughes
BKR
+$207M

Top Sells

1 +$306M
2 +$275M
3 +$217M
4
IBM icon
IBM
IBM
+$203M
5
SPG icon
Simon Property Group
SPG
+$194M

Sector Composition

1 Technology 17.46%
2 Financials 15.06%
3 Healthcare 11.07%
4 Consumer Discretionary 10.27%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$13.4M ﹤0.01%
708,395
+435,279
1377
$13.3M ﹤0.01%
+254,312
1378
$13.3M ﹤0.01%
165,286
+706
1379
$13.3M ﹤0.01%
177,613
+33,371
1380
$13.3M ﹤0.01%
561,412
-51,041
1381
$13.2M ﹤0.01%
266,548
-24,214
1382
$13.2M ﹤0.01%
675,351
-612,411
1383
$13.1M ﹤0.01%
442,465
-2,928
1384
$13M ﹤0.01%
392,364
+86,140
1385
$13M ﹤0.01%
394,897
-52,529
1386
$13M ﹤0.01%
218,723
-20,225
1387
$13M ﹤0.01%
226,797
-60,664
1388
$13M ﹤0.01%
1,149,870
-643,825
1389
$13M ﹤0.01%
904,956
-10,501
1390
$12.9M ﹤0.01%
114,376
-2,452
1391
$12.9M ﹤0.01%
305,202
+31,559
1392
$12.8M ﹤0.01%
4,137,194
-305,599
1393
$12.8M ﹤0.01%
707,278
+100,234
1394
$12.8M ﹤0.01%
211,488
+180,193
1395
$12.8M ﹤0.01%
129,447
+59,568
1396
$12.7M ﹤0.01%
229,960
-46
1397
$12.7M ﹤0.01%
252,788
-7,668
1398
$12.7M ﹤0.01%
601,260
-76,717
1399
$12.6M ﹤0.01%
753,934
+106,324
1400
$12.6M ﹤0.01%
529,275
-331,422