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
1576
$8.21M ﹤0.01%
569,505
+378,556
1577
$8.19M ﹤0.01%
368,791
-192,557
1578
$8.18M ﹤0.01%
210,241
-3,925
1579
$8.15M ﹤0.01%
99,649
-96,514
1580
$8.12M ﹤0.01%
148,841
-543
1581
$8.11M ﹤0.01%
581,304
-3,094
1582
$8.07M ﹤0.01%
190,307
+56,928
1583
$8.04M ﹤0.01%
79,574
-23,304
1584
$8.03M ﹤0.01%
318,626
+280,150
1585
$8.01M ﹤0.01%
1,899,021
-94,179
1586
$8.01M ﹤0.01%
331,390
-63,095
1587
$8M ﹤0.01%
810,123
-77,889
1588
$8M ﹤0.01%
1,026,354
+66,501
1589
$7.93M ﹤0.01%
189,435
-236,014
1590
$7.92M ﹤0.01%
1,881,324
-634,431
1591
$7.91M ﹤0.01%
605,092
-139,689
1592
$7.88M ﹤0.01%
253,504
-135,286
1593
$7.82M ﹤0.01%
501,170
+1,157
1594
$7.82M ﹤0.01%
74,775
-235,724
1595
$7.76M ﹤0.01%
153,642
+27,899
1596
$7.76M ﹤0.01%
268,256
+115,013
1597
$7.75M ﹤0.01%
525,638
+1,541
1598
$7.72M ﹤0.01%
3,101,324
-2,014,208
1599
$7.71M ﹤0.01%
280,148
+13,812
1600
$7.7M ﹤0.01%
59,187
+27,858