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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$12.5M ﹤0.01%
2,649,526
-2,605,883
1377
$12.5M ﹤0.01%
405,466
-55,364
1378
$12.5M ﹤0.01%
915,871
-38,755
1379
$12.4M ﹤0.01%
1,085,261
+402,159
1380
$12.4M ﹤0.01%
150,217
-1,650
1381
$12.4M ﹤0.01%
103,540
-38,553
1382
$12.4M ﹤0.01%
389,256
-142,321
1383
$12.4M ﹤0.01%
721,404
-141,981
1384
$12.3M ﹤0.01%
330,359
-5,137
1385
$12.3M ﹤0.01%
1,780,741
+156,087
1386
$12.3M ﹤0.01%
341,619
-6,134
1387
$12.3M ﹤0.01%
794,569
+598,424
1388
$12.3M ﹤0.01%
217,353
+160,126
1389
$12.3M ﹤0.01%
370,086
-55,004
1390
$12.3M ﹤0.01%
592,764
+480,804
1391
$12.3M ﹤0.01%
432,426
-120,634
1392
$12.3M ﹤0.01%
102,179
+85,846
1393
$12.2M ﹤0.01%
581,173
+80,824
1394
$12.2M ﹤0.01%
2,962,965
-138,284
1395
$12.1M ﹤0.01%
420,733
+41,493
1396
$12.1M ﹤0.01%
736,785
+134,089
1397
$12.1M ﹤0.01%
492,070
+34,380
1398
$12.1M ﹤0.01%
187,921
+9,701
1399
$12.1M ﹤0.01%
135,812
+2,819
1400
$12.1M ﹤0.01%
778,919
+15,385