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
1601
$7.7M ﹤0.01%
278,778
+21,423
1602
$7.67M ﹤0.01%
+422,861
1603
$7.66M ﹤0.01%
360,584
-41,939
1604
$7.65M ﹤0.01%
2,290,317
-323,823
1605
$7.64M ﹤0.01%
457,405
+302,893
1606
$7.63M ﹤0.01%
366,285
+3,056
1607
$7.57M ﹤0.01%
422,301
-62,121
1608
$7.52M ﹤0.01%
115,721
-1,931
1609
$7.52M ﹤0.01%
1,795,161
-242,153
1610
$7.52M ﹤0.01%
541,871
+11,173
1611
$7.51M ﹤0.01%
239,103
+47,315
1612
$7.49M ﹤0.01%
65,602
+6,959
1613
$7.49M ﹤0.01%
245,390
-199,660
1614
$7.47M ﹤0.01%
347,587
-37,944
1615
$7.46M ﹤0.01%
487,235
-57,354
1616
$7.46M ﹤0.01%
381,319
+12,142
1617
$7.44M ﹤0.01%
2,079,305
-74,678
1618
$7.41M ﹤0.01%
66,830
+28,691
1619
$7.38M ﹤0.01%
354,100
-53,240
1620
$7.35M ﹤0.01%
544,965
+28,373
1621
$7.31M ﹤0.01%
400,564
+6,808
1622
$7.31M ﹤0.01%
196,604
-100,237
1623
$7.26M ﹤0.01%
74,766
-352
1624
$7.26M ﹤0.01%
195,013
-33,100
1625
$7.26M ﹤0.01%
59,931
+1,869