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
1526
$15.7M ﹤0.01%
312,000
+3,000
1527
$15.6M ﹤0.01%
1,556,993
+252,134
1528
$15.6M ﹤0.01%
645,369
-42,289
1529
$15.5M ﹤0.01%
353,898
+219,646
1530
$15.5M ﹤0.01%
1,033,123
-1,140,269
1531
$15.5M ﹤0.01%
618,274
+63,378
1532
$15.5M ﹤0.01%
538,335
-53,347
1533
$15.4M ﹤0.01%
498,346
+367,089
1534
$15.3M ﹤0.01%
723,507
-437,510
1535
$15.3M ﹤0.01%
315,931
-153,402
1536
$15.2M ﹤0.01%
258,087
+5,177
1537
$15.1M ﹤0.01%
1,061,046
+136,526
1538
$15M ﹤0.01%
749,243
-61,328
1539
$15M ﹤0.01%
1,828,908
+77,341
1540
$14.9M ﹤0.01%
578,351
-129,891
1541
$14.9M ﹤0.01%
340,467
+31,954
1542
$14.8M ﹤0.01%
1,259,794
+43,321
1543
$14.8M ﹤0.01%
347,001
+4,480
1544
$14.8M ﹤0.01%
276,200
+1,200
1545
$14.7M ﹤0.01%
301,370
+186,896
1546
$14.7M ﹤0.01%
1,009,971
-33,844
1547
$14.7M ﹤0.01%
3,787,362
+436,321
1548
$14.6M ﹤0.01%
810,479
+719,774
1549
$14.6M ﹤0.01%
2,003,933
-11,177
1550
$14.6M ﹤0.01%
459,132
+4,483