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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$7.46M ﹤0.01%
120,913
+15,583
1552
$7.45M ﹤0.01%
353,191
+178,835
1553
$7.45M ﹤0.01%
74,470
+7,913
1554
$7.44M ﹤0.01%
513,981
-121,519
1555
$7.39M ﹤0.01%
612,471
+147,068
1556
$7.39M ﹤0.01%
489,842
-95,929
1557
$7.38M ﹤0.01%
391,426
+22,343
1558
$7.35M ﹤0.01%
164,486
+88,112
1559
$7.34M ﹤0.01%
122,774
-492,453
1560
$7.32M ﹤0.01%
288,056
+15,218
1561
$7.31M ﹤0.01%
547,697
-10,883
1562
$7.31M ﹤0.01%
525,757
-17,612
1563
$7.29M ﹤0.01%
610,236
-25,906
1564
$7.29M ﹤0.01%
586,479
-36,642
1565
$7.28M ﹤0.01%
196,964
+64,300
1566
$7.25M ﹤0.01%
212,666
-103,819
1567
$7.25M ﹤0.01%
253,368
+101,110
1568
$7.25M ﹤0.01%
+299,186
1569
$7.25M ﹤0.01%
1,514,422
-260,071
1570
$7.23M ﹤0.01%
402,274
+1,176
1571
$7.22M ﹤0.01%
948,559
+1,555
1572
$7.22M ﹤0.01%
536,118
-107,211
1573
$7.21M ﹤0.01%
484,090
+197,249
1574
$7.19M ﹤0.01%
518,554
+25,856
1575
$7.15M ﹤0.01%
108,809
-478,493