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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$10.2M ﹤0.01%
223,780
-195,890
1577
$10.2M ﹤0.01%
719,489
-28,142
1578
$10.2M ﹤0.01%
389,426
+74,473
1579
$10.1M ﹤0.01%
248,809
-20,622
1580
$10.1M ﹤0.01%
369,624
+112,011
1581
$10.1M ﹤0.01%
429,760
-95,878
1582
$10.1M ﹤0.01%
1,084,304
-32,264
1583
$10.1M ﹤0.01%
686,694
+118,260
1584
$10.1M ﹤0.01%
71,744
-16,562
1585
$10.1M ﹤0.01%
950,943
-930,381
1586
$10.1M ﹤0.01%
865,561
+449,891
1587
$10.1M ﹤0.01%
222,434
-7,505
1588
$10.1M ﹤0.01%
21,790
+6,136
1589
$9.98M ﹤0.01%
80,109
-7,075
1590
$9.96M ﹤0.01%
2,551,288
+1,205,502
1591
$9.93M ﹤0.01%
1,168,569
-251,270
1592
$9.87M ﹤0.01%
445,322
+61,192
1593
$9.87M ﹤0.01%
152,342
-74,437
1594
$9.87M ﹤0.01%
1,609,345
-37,428
1595
$9.86M ﹤0.01%
134,501
-33,747
1596
$9.83M ﹤0.01%
1,108,316
+492,407
1597
$9.81M ﹤0.01%
8,245,272
1598
$9.8M ﹤0.01%
879,676
+753,793
1599
$9.76M ﹤0.01%
1,138,570
+345,619
1600
$9.72M ﹤0.01%
674,764
-52,772