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
1476
$10.2M ﹤0.01%
538,504
+64,374
1477
$10.2M ﹤0.01%
990,998
-2,545
1478
$10.1M ﹤0.01%
168,498
-6,892
1479
$10.1M ﹤0.01%
3,279,066
+14,778
1480
$10M ﹤0.01%
422,616
-78,322
1481
$10M ﹤0.01%
901,717
-58,965
1482
$10M ﹤0.01%
105,436
+3,502
1483
$9.96M ﹤0.01%
561,335
-38,681
1484
$9.92M ﹤0.01%
639,677
+303,829
1485
$9.89M ﹤0.01%
470,364
+169,710
1486
$9.88M ﹤0.01%
1,191,782
-6,386
1487
$9.87M ﹤0.01%
1,946,824
-38,486
1488
$9.87M ﹤0.01%
1,459,850
+14,493
1489
$9.86M ﹤0.01%
291,445
+214,702
1490
$9.85M ﹤0.01%
269,431
+1,222
1491
$9.84M ﹤0.01%
747,631
-646,940
1492
$9.84M ﹤0.01%
577,494
+28,242
1493
$9.75M ﹤0.01%
245,430
+57,715
1494
$9.74M ﹤0.01%
371,960
+70,319
1495
$9.74M ﹤0.01%
111,866
-3,463
1496
$9.7M ﹤0.01%
945,222
+234,130
1497
$9.68M ﹤0.01%
355,145
-66,411
1498
$9.65M ﹤0.01%
504,393
-186,021
1499
$9.62M ﹤0.01%
319,670
+126,874
1500
$9.61M ﹤0.01%
168,248
-22,877