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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$10.4M ﹤0.01%
896,124
-184,223
1477
$10.4M ﹤0.01%
1,179,683
-45,064
1478
$10.4M ﹤0.01%
348,772
+13,860
1479
$10.4M ﹤0.01%
654,638
+222,510
1480
$10.4M ﹤0.01%
3,551,536
-34,784
1481
$10.3M ﹤0.01%
563,695
-26,691
1482
$10.3M ﹤0.01%
1,146,103
+1,093,125
1483
$10.3M ﹤0.01%
226,343
-130,021
1484
$10.3M ﹤0.01%
409,209
+373,194
1485
$10.2M ﹤0.01%
727,191
-143,322
1486
$10.2M ﹤0.01%
398,284
-79,183
1487
$10.2M ﹤0.01%
846,002
-68,551
1488
$10.2M ﹤0.01%
194,994
-14,758
1489
$10.2M ﹤0.01%
1,013,123
+16,813
1490
$10.2M ﹤0.01%
421,692
-35,273
1491
$10.1M ﹤0.01%
425,469
-104,016
1492
$10.1M ﹤0.01%
76,934
+48,241
1493
$10.1M ﹤0.01%
52,805
+4,324
1494
$10.1M ﹤0.01%
616,658
+238,425
1495
$10M ﹤0.01%
743,876
-176,405
1496
$9.98M ﹤0.01%
615,503
+82,924
1497
$9.96M ﹤0.01%
7,751
+848
1498
$9.9M ﹤0.01%
557,920
+136,850
1499
$9.88M ﹤0.01%
387,502
+160,670
1500
$9.88M ﹤0.01%
574,146
+173,188