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
1476
$9.76M ﹤0.01%
315,780
-237,497
1477
$9.76M ﹤0.01%
197,800
-47,270
1478
$9.7M ﹤0.01%
150,335
+7,838
1479
$9.69M ﹤0.01%
635,653
-59,097
1480
$9.67M ﹤0.01%
303,732
+16,158
1481
$9.64M ﹤0.01%
519,535
+5,037
1482
$9.62M ﹤0.01%
136,589
+8,109
1483
$9.61M ﹤0.01%
82,545
+70,023
1484
$9.61M ﹤0.01%
322,684
+71,978
1485
$9.6M ﹤0.01%
720,945
-126,506
1486
$9.56M ﹤0.01%
64,457
-51,526
1487
$9.54M ﹤0.01%
422,583
+5,629
1488
$9.51M ﹤0.01%
115,440
-13,850
1489
$9.49M ﹤0.01%
406,215
-34,775
1490
$9.47M ﹤0.01%
3,430,227
-524,626
1491
$9.45M ﹤0.01%
870,746
+17,527
1492
$9.42M ﹤0.01%
104,786
+10,171
1493
$9.41M ﹤0.01%
393,541
+36,084
1494
$9.4M ﹤0.01%
478,296
+22,603
1495
$9.4M ﹤0.01%
320,723
+38,524
1496
$9.39M ﹤0.01%
152,412
+21,700
1497
$9.39M ﹤0.01%
456,596
+60,883
1498
$9.38M ﹤0.01%
424,480
-312,725
1499
$9.38M ﹤0.01%
144,799
-116,676
1500
$9.34M ﹤0.01%
831,353
+44,877