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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$11.6M ﹤0.01%
1,955,062
+68,779
1427
$11.6M ﹤0.01%
1,215,416
-61,989
1428
$11.6M ﹤0.01%
1,250,093
-5,228,451
1429
$11.5M ﹤0.01%
286,306
+149,987
1430
$11.5M ﹤0.01%
2,753,149
-315,433
1431
$11.5M ﹤0.01%
456,811
-59,484
1432
$11.5M ﹤0.01%
123,800
-122,142
1433
$11.4M ﹤0.01%
480,445
+346,468
1434
$11.4M ﹤0.01%
697,469
+677,446
1435
$11.4M ﹤0.01%
1,539,419
+1,408,160
1436
$11.3M ﹤0.01%
1,419,839
+550,971
1437
$11.3M ﹤0.01%
161,830
-259,082
1438
$11.3M ﹤0.01%
923,319
+317,652
1439
$11.3M ﹤0.01%
691,968
+30,732
1440
$11.3M ﹤0.01%
408,307
+69,549
1441
$11.3M ﹤0.01%
255,013
-78,052
1442
$11.2M ﹤0.01%
2,219,687
-281,884
1443
$11.1M ﹤0.01%
136,817
-221,292
1444
$11.1M ﹤0.01%
1,214,230
-189,548
1445
$11.1M ﹤0.01%
1,050,157
+85,337
1446
$11M ﹤0.01%
742,147
-358,845
1447
$11M ﹤0.01%
457,673
-6,991
1448
$11M ﹤0.01%
2,869,225
+46,440
1449
$10.9M ﹤0.01%
240,924
-78,002
1450
$10.9M ﹤0.01%
453,275
-59,234