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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$10.4M ﹤0.01%
+309,725
1402
$10.4M ﹤0.01%
441,922
+45,717
1403
$10.4M ﹤0.01%
198,127
+37,497
1404
$10.3M ﹤0.01%
457,530
-717,536
1405
$10.3M ﹤0.01%
836,879
-12,402
1406
$10.3M ﹤0.01%
230,995
-57,285
1407
$10.2M ﹤0.01%
179,060
-59,327
1408
$10.2M ﹤0.01%
203,760
+22,875
1409
$10.2M ﹤0.01%
309,463
-209,409
1410
$10.1M ﹤0.01%
321,488
-13,335
1411
$10.1M ﹤0.01%
767,848
+99,406
1412
$10.1M ﹤0.01%
457,711
+73,091
1413
$10.1M ﹤0.01%
52,312
-66,021
1414
$10M ﹤0.01%
120,102
-5,460
1415
$10M ﹤0.01%
605,014
-347,944
1416
$10M ﹤0.01%
297,457
-1,231,232
1417
$10M ﹤0.01%
456,450
-131,114
1418
$9.97M ﹤0.01%
44,338
+7,451
1419
$9.96M ﹤0.01%
71,370
-345,710
1420
$9.92M ﹤0.01%
433,776
+57,506
1421
$9.89M ﹤0.01%
285,276
-77,474
1422
$9.88M ﹤0.01%
71,956
+33,385
1423
$9.88M ﹤0.01%
168,516
+102,016
1424
$9.85M ﹤0.01%
802,701
+64,882
1425
$9.85M ﹤0.01%
1,043,406
+969,229