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
1401
$9.62M ﹤0.01%
272,188
+102,437
1402
$9.62M ﹤0.01%
949,247
+1,699
1403
$9.55M ﹤0.01%
126,011
+4,100
1404
$9.52M ﹤0.01%
980,199
+397,798
1405
$9.52M ﹤0.01%
758,747
-306,141
1406
$9.49M ﹤0.01%
74,392
+2,222
1407
$9.49M ﹤0.01%
812,601
+117,033
1408
$9.44M ﹤0.01%
314,380
+169,323
1409
$9.42M ﹤0.01%
215,654
+967
1410
$9.41M ﹤0.01%
885,499
+55,183
1411
$9.39M ﹤0.01%
181,700
+170,432
1412
$9.39M ﹤0.01%
1,108,743
-138,353
1413
$9.38M ﹤0.01%
224,264
-44,579
1414
$9.36M ﹤0.01%
439,416
-17,034
1415
$9.35M ﹤0.01%
263,453
-396,905
1416
$9.31M ﹤0.01%
552,112
-39,429
1417
$9.31M ﹤0.01%
202,553
+113,261
1418
$9.3M ﹤0.01%
193,060
+2,443
1419
$9.29M ﹤0.01%
305,581
+139,364
1420
$9.29M ﹤0.01%
1,486,178
+537,619
1421
$9.28M ﹤0.01%
165,500
1422
$9.25M ﹤0.01%
121,496
+1,394
1423
$9.25M ﹤0.01%
46,762
+2,424
1424
$9.13M ﹤0.01%
146,395
+9,783
1425
$9.12M ﹤0.01%
477,967
-91,528