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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$8.6M ﹤0.01%
176,213
-3,411
1552
$8.56M ﹤0.01%
184,122
-10,724
1553
$8.56M ﹤0.01%
773,572
+33,824
1554
$8.5M ﹤0.01%
302,752
-104,616
1555
$8.5M ﹤0.01%
615,712
-144,659
1556
$8.49M ﹤0.01%
547,823
-202,032
1557
$8.48M ﹤0.01%
927,122
1558
$8.48M ﹤0.01%
487,270
+20,351
1559
$8.45M ﹤0.01%
535,140
+225,214
1560
$8.45M ﹤0.01%
798,191
-89,347
1561
$8.44M ﹤0.01%
574,791
+216,482
1562
$8.37M ﹤0.01%
591,871
-18,266
1563
$8.31M ﹤0.01%
313,143
-302,774
1564
$8.31M ﹤0.01%
495,549
-69,166
1565
$8.3M ﹤0.01%
1,646,773
+6,128
1566
$8.3M ﹤0.01%
1,168,700
+62,483
1567
$8.29M ﹤0.01%
442,371
+73,179
1568
$8.29M ﹤0.01%
638,571
-18,385
1569
$8.29M ﹤0.01%
387,852
+112,513
1570
$8.26M ﹤0.01%
624,610
-18,725
1571
$8.25M ﹤0.01%
1,960,442
+97,529
1572
$8.25M ﹤0.01%
571,982
-1,225,866
1573
$8.25M ﹤0.01%
1,645,957
+173,563
1574
$8.23M ﹤0.01%
87,184
-216
1575
$8.23M ﹤0.01%
1,567,240
+668,941