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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$7.33M ﹤0.01%
543,369
+47,931
1552
$7.32M ﹤0.01%
36,887
+5,897
1553
$7.32M ﹤0.01%
17,214
-5,023
1554
$7.31M ﹤0.01%
240,436
-227,153
1555
$7.3M ﹤0.01%
504,697
+95,613
1556
$7.3M ﹤0.01%
87,260
-11,501
1557
$7.29M ﹤0.01%
558,580
+17,457
1558
$7.26M ﹤0.01%
401,098
+9,395
1559
$7.25M ﹤0.01%
245,207
-55,274
1560
$7.24M ﹤0.01%
380,280
-136,138
1561
$7.23M ﹤0.01%
296,138
+121,246
1562
$7.22M ﹤0.01%
206,608
+185,742
1563
$7.2M ﹤0.01%
226,001
+23,389
1564
$7.19M ﹤0.01%
388,599
+59,052
1565
$7.17M ﹤0.01%
369,593
-88,618
1566
$7.16M ﹤0.01%
426,977
+75,015
1567
$7.16M ﹤0.01%
492,698
-7,339
1568
$7.12M ﹤0.01%
327,841
+139,119
1569
$7.09M ﹤0.01%
610,703
+113,931
1570
$7.06M ﹤0.01%
540,396
+25,618
1571
$7.06M ﹤0.01%
601,064
-30,549
1572
$7.05M ﹤0.01%
323,891
+26,854
1573
$7.01M ﹤0.01%
206,002
+34,792
1574
$6.97M ﹤0.01%
398,011
+5,409
1575
$6.96M ﹤0.01%
246,388
+71,928