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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$13.7M ﹤0.01%
1,111,856
+61,699
1427
$13.6M ﹤0.01%
285,051
+223,031
1428
$13.6M ﹤0.01%
129,448
+20,731
1429
$13.6M ﹤0.01%
1,246,091
-69,491
1430
$13.6M ﹤0.01%
89,756
-9,893
1431
$13.6M ﹤0.01%
184,512
-5,795
1432
$13.5M ﹤0.01%
569,008
-367,138
1433
$13.5M ﹤0.01%
765,413
+29,395
1434
$13.5M ﹤0.01%
220,353
-131,248
1435
$13.5M ﹤0.01%
203,323
+89,432
1436
$13.4M ﹤0.01%
2,303,221
+757
1437
$13.4M ﹤0.01%
696,844
+67,533
1438
$13.4M ﹤0.01%
480,555
+325,212
1439
$13.4M ﹤0.01%
276,200
1440
$13.4M ﹤0.01%
443,229
-81,620
1441
$13.3M ﹤0.01%
834,178
+659,477
1442
$13.3M ﹤0.01%
+277,393
1443
$13.3M ﹤0.01%
1,113,276
+57,227
1444
$13.3M ﹤0.01%
683,327
-90,710
1445
$13.3M ﹤0.01%
173,745
-82,211
1446
$13.2M ﹤0.01%
606,547
+386,101
1447
$13.2M ﹤0.01%
233,610
-1,089,267
1448
$13.2M ﹤0.01%
286,265
+264,836
1449
$13.2M ﹤0.01%
319,610
-32,607
1450
$13.1M ﹤0.01%
1,298,718
-67,820