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
1601
$9.71M ﹤0.01%
111,704
-146,661
1602
$9.71M ﹤0.01%
166,850
+157,767
1603
$9.58M ﹤0.01%
1,207,198
+386,893
1604
$9.57M ﹤0.01%
960,845
+334,519
1605
$9.57M ﹤0.01%
248,931
-847,647
1606
$9.55M ﹤0.01%
141,939
+115,022
1607
$9.51M ﹤0.01%
1,533,063
-112,894
1608
$9.47M ﹤0.01%
359,986
+149,920
1609
$9.45M ﹤0.01%
446,596
-40,639
1610
$9.43M ﹤0.01%
1,342,023
-2,100,403
1611
$9.4M ﹤0.01%
98,157
+37,560
1612
$9.39M ﹤0.01%
288,101
+94,053
1613
$9.39M ﹤0.01%
738,044
-35,528
1614
$9.38M ﹤0.01%
222,231
-23,199
1615
$9.34M ﹤0.01%
667,138
+181,049
1616
$9.33M ﹤0.01%
396,914
-27,594
1617
$9.31M ﹤0.01%
+1,105,947
1618
$9.31M ﹤0.01%
60,097
+166
1619
$9.3M ﹤0.01%
51,091
+18,758
1620
$9.28M ﹤0.01%
375,433
+64,748
1621
$9.26M ﹤0.01%
376,119
-32,188
1622
$9.26M ﹤0.01%
364,354
-121,871
1623
$9.25M ﹤0.01%
269,900
-96,903
1624
$9.25M ﹤0.01%
816,849
+6,726
1625
$9.21M ﹤0.01%
130,582
-18,259