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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$16.7M ﹤0.01%
128,081
-19,667
1502
$16.7M ﹤0.01%
1,016,999
+877,082
1503
$16.7M ﹤0.01%
306,254
+44,383
1504
$16.6M ﹤0.01%
537,721
+63,244
1505
$16.6M ﹤0.01%
420,231
-44,930
1506
$16.5M ﹤0.01%
487,617
+245,666
1507
$16.4M ﹤0.01%
423,346
+4,769
1508
$16.4M ﹤0.01%
868,477
+358,181
1509
$16.4M ﹤0.01%
+491,793
1510
$16.3M ﹤0.01%
1,169,245
+135,790
1511
$16.3M ﹤0.01%
473,500
-63,376
1512
$16.3M ﹤0.01%
257,258
+54,695
1513
$16.2M ﹤0.01%
509,974
-54,246
1514
$16.1M ﹤0.01%
+970,940
1515
$16.1M ﹤0.01%
265,173
-92,829
1516
$16M ﹤0.01%
185,773
+129,343
1517
$16M ﹤0.01%
158,200
1518
$16M ﹤0.01%
402,291
+275,805
1519
$16M ﹤0.01%
1,060,847
+898,304
1520
$15.9M ﹤0.01%
73,457
-165,798
1521
$15.8M ﹤0.01%
410,701
-647,003
1522
$15.8M ﹤0.01%
458,687
+434,942
1523
$15.8M ﹤0.01%
656,693
-228,307
1524
$15.8M ﹤0.01%
+2,920,000
1525
$15.8M ﹤0.01%
420,075
+137,889