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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$8.69M ﹤0.01%
119,221
+8,952
1477
$8.65M ﹤0.01%
379,457
+83,009
1478
$8.53M ﹤0.01%
665,409
+64,345
1479
$8.52M ﹤0.01%
362,882
-18,715
1480
$8.52M ﹤0.01%
317,280
+1,790
1481
$8.5M ﹤0.01%
287,249
+70,623
1482
$8.48M ﹤0.01%
607,005
+437,658
1483
$8.47M ﹤0.01%
200,905
-818,408
1484
$8.45M ﹤0.01%
56,614
-11,672
1485
$8.44M ﹤0.01%
303,640
-2,230,662
1486
$8.44M ﹤0.01%
175,027
+83,881
1487
$8.41M ﹤0.01%
748,468
-115,418
1488
$8.39M ﹤0.01%
572,153
+67,456
1489
$8.35M ﹤0.01%
337,394
-232,542
1490
$8.33M ﹤0.01%
265,150
+24,714
1491
$8.31M ﹤0.01%
648,067
-323,459
1492
$8.31M ﹤0.01%
222,649
-3,352
1493
$8.29M ﹤0.01%
161,468
+2,197
1494
$8.28M ﹤0.01%
225,168
+18,560
1495
$8.27M ﹤0.01%
141,176
-4,602
1496
$8.25M ﹤0.01%
177,058
+44,466
1497
$8.24M ﹤0.01%
32,563
-929
1498
$8.24M ﹤0.01%
293,321
-2,817
1499
$8.19M ﹤0.01%
695,568
+64,576
1500
$8.17M ﹤0.01%
551,875
+84,906