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
1526
$8.96M ﹤0.01%
292,705
-7,172
1527
$8.95M ﹤0.01%
87,606
+6,793
1528
$8.95M ﹤0.01%
361,710
-37,063
1529
$8.94M ﹤0.01%
950,816
+15,670
1530
$8.92M ﹤0.01%
774,697
-54,060
1531
$8.92M ﹤0.01%
896,019
+162,455
1532
$8.92M ﹤0.01%
457,518
+429,086
1533
$8.91M ﹤0.01%
311,036
-111,911
1534
$8.91M ﹤0.01%
430,799
-31,024
1535
$8.86M ﹤0.01%
336,937
+110,145
1536
$8.83M ﹤0.01%
145,875
+2,376
1537
$8.81M ﹤0.01%
224,801
+16,592
1538
$8.77M ﹤0.01%
250,946
-39,863
1539
$8.75M ﹤0.01%
323,369
+69,047
1540
$8.74M ﹤0.01%
417,191
-57,442
1541
$8.72M ﹤0.01%
170,148
+14,715
1542
$8.71M ﹤0.01%
250,662
-40,952
1543
$8.7M ﹤0.01%
321,530
+15,328
1544
$8.7M ﹤0.01%
652,565
+61,320
1545
$8.69M ﹤0.01%
211,572
-70,097
1546
$8.68M ﹤0.01%
495,330
-759,844
1547
$8.65M ﹤0.01%
1,716,387
-31,613
1548
$8.65M ﹤0.01%
974,865
+268,961
1549
$8.64M ﹤0.01%
335,171
-16,605
1550
$8.64M ﹤0.01%
646,555
-166,400