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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$15M 0.01%
2,050,806
-818,419
1377
$15M 0.01%
717,016
+574,928
1378
$15M 0.01%
1,011,271
-204,145
1379
$15M 0.01%
538,332
-53,539
1380
$15M 0.01%
157,809
+100,317
1381
$14.9M 0.01%
+337,457
1382
$14.9M 0.01%
334,021
-157,882
1383
$14.8M 0.01%
1,078,607
-233,276
1384
$14.8M 0.01%
1,092,440
-42,816
1385
$14.8M 0.01%
305,094
-268,532
1386
$14.8M 0.01%
527,541
+42,047
1387
$14.7M 0.01%
1,230,836
+943,380
1388
$14.7M 0.01%
243,478
+146,113
1389
$14.7M 0.01%
648,732
+33,020
1390
$14.7M 0.01%
627,285
-523
1391
$14.7M 0.01%
1,785,306
+228,997
1392
$14.6M 0.01%
2,048,636
-2,263,410
1393
$14.6M 0.01%
418,709
+49,918
1394
$14.6M 0.01%
698,857
-265,480
1395
$14.5M 0.01%
157,139
+40,269
1396
$14.5M 0.01%
107,685
-20,639
1397
$14.5M 0.01%
290,120
-63,571
1398
$14.4M 0.01%
351,443
+161,141
1399
$14.4M 0.01%
204,906
+156,163
1400
$14.4M 0.01%
322,741
+56,623