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
1551
$8.63M ﹤0.01%
376,975
-431,690
1552
$8.63M ﹤0.01%
158,523
+47,127
1553
$8.61M ﹤0.01%
344,097
+48,032
1554
$8.6M ﹤0.01%
552,540
-54,420
1555
$8.6M ﹤0.01%
193,622
+135,609
1556
$8.57M ﹤0.01%
109,665
-111,291
1557
$8.56M ﹤0.01%
3,399
+2,320
1558
$8.55M ﹤0.01%
1,139,072
+236,019
1559
$8.55M ﹤0.01%
312,784
+37,532
1560
$8.51M ﹤0.01%
163,422
+126,784
1561
$8.51M ﹤0.01%
315,719
-100,799
1562
$8.48M ﹤0.01%
138,847
+93,925
1563
$8.48M ﹤0.01%
217,432
-168,178
1564
$8.47M ﹤0.01%
483,554
+25,902
1565
$8.45M ﹤0.01%
1,174,489
+200,831
1566
$8.42M ﹤0.01%
585,369
+200,524
1567
$8.42M ﹤0.01%
419,791
+346,931
1568
$8.37M ﹤0.01%
202,418
-11,927
1569
$8.35M ﹤0.01%
132,816
-22,367
1570
$8.34M ﹤0.01%
207,557
-99,624
1571
$8.29M ﹤0.01%
263,706
+60,918
1572
$8.26M ﹤0.01%
252,264
-27,618
1573
$8.26M ﹤0.01%
1,783,924
-318,482
1574
$8.25M ﹤0.01%
218,217
-62,734
1575
$8.24M ﹤0.01%
298,736
+88,739