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
1476
$12.7M ﹤0.01%
1,259,413
-169,160
1477
$12.7M ﹤0.01%
2,477,054
+681,893
1478
$12.6M ﹤0.01%
680,626
-618,933
1479
$12.6M ﹤0.01%
144,361
+127,902
1480
$12.6M ﹤0.01%
1,228,139
+518,544
1481
$12.6M ﹤0.01%
172,037
-18,018
1482
$12.6M ﹤0.01%
660,328
+363,117
1483
$12.5M ﹤0.01%
564,250
-636,454
1484
$12.4M ﹤0.01%
773,460
+180,736
1485
$12.4M ﹤0.01%
+111,365
1486
$12.3M ﹤0.01%
1,017,825
-442,025
1487
$12.3M ﹤0.01%
217,200
-38,400
1488
$12.3M ﹤0.01%
100,003
+3
1489
$12.2M ﹤0.01%
474,085
-334,997
1490
$12.2M ﹤0.01%
451,204
+396,769
1491
$12.1M ﹤0.01%
210,743
-105,490
1492
$12.1M ﹤0.01%
100,779
+88,399
1493
$12.1M ﹤0.01%
209,470
-103,673
1494
$12.1M ﹤0.01%
273,700
-26,600
1495
$12M ﹤0.01%
1,750,657
-3,363,135
1496
$12M ﹤0.01%
327,298
+50,459
1497
$12M ﹤0.01%
316,230
-84,334
1498
$12M ﹤0.01%
1,043,669
-465,090
1499
$12M ﹤0.01%
375,547
+253,693
1500
$12M ﹤0.01%
1,450,865
-121,942