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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$9.2M ﹤0.01%
454,407
+24,366
1427
$9.2M ﹤0.01%
585,771
-38,655
1428
$9.19M ﹤0.01%
332,988
-149,288
1429
$9.19M ﹤0.01%
503,319
-63,611
1430
$9.17M ﹤0.01%
719,472
+33,216
1431
$9.16M ﹤0.01%
620,974
+53,593
1432
$9.15M ﹤0.01%
289,375
+212,017
1433
$9.12M ﹤0.01%
458,491
-56,262
1434
$9.09M ﹤0.01%
68,286
-7,719
1435
$9.08M ﹤0.01%
34,004
-9,165
1436
$9.07M ﹤0.01%
58,264
+3,929
1437
$9.06M ﹤0.01%
863,886
-78,640
1438
$9.03M ﹤0.01%
396,205
+61,971
1439
$9.03M ﹤0.01%
+784,384
1440
$8.98M ﹤0.01%
168,055
+31,679
1441
$8.96M ﹤0.01%
1,228,036
+230,726
1442
$8.94M ﹤0.01%
91,825
+8,557
1443
$8.93M ﹤0.01%
256,238
+231,255
1444
$8.92M ﹤0.01%
150,340
+1,939
1445
$8.91M ﹤0.01%
127,322
+76,353
1446
$8.9M ﹤0.01%
272,549
+39,266
1447
$8.89M ﹤0.01%
351,258
+321,440
1448
$8.89M ﹤0.01%
199,246
+58,610
1449
$8.87M ﹤0.01%
684,874
+464,517
1450
$8.82M ﹤0.01%
685,426
+24,909