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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$10.9M ﹤0.01%
1,442,839
+164,573
1427
$10.9M ﹤0.01%
357,435
+209,977
1428
$10.9M ﹤0.01%
333,929
+244,879
1429
$10.8M ﹤0.01%
199,778
-6,414
1430
$10.8M ﹤0.01%
320,416
+152,288
1431
$10.8M ﹤0.01%
147,595
+12,660
1432
$10.7M ﹤0.01%
147,104
+69,790
1433
$10.7M ﹤0.01%
361,041
-95,557
1434
$10.7M ﹤0.01%
315,250
+226,009
1435
$10.7M ﹤0.01%
859,265
-349,870
1436
$10.6M ﹤0.01%
630,840
-46,343
1437
$10.6M ﹤0.01%
224,636
+27,010
1438
$10.5M ﹤0.01%
423,175
+20,587
1439
$10.5M ﹤0.01%
182,415
+47,917
1440
$10.5M ﹤0.01%
1,430,892
+299,755
1441
$10.4M ﹤0.01%
504,687
+49,149
1442
$10.4M ﹤0.01%
256,598
+111,922
1443
$10.4M ﹤0.01%
380,626
-23,236
1444
$10.3M ﹤0.01%
95,247
-295,884
1445
$10.3M ﹤0.01%
377,620
-80,331
1446
$10.3M ﹤0.01%
389,841
+73,294
1447
$10.3M ﹤0.01%
786,251
+152,044
1448
$10.3M ﹤0.01%
157,851
+110,674
1449
$10.3M ﹤0.01%
416,423
-11,018
1450
$10.2M ﹤0.01%
508,367
+3,718