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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$7.61M ﹤0.01%
951,652
+195,780
1627
$7.61M ﹤0.01%
428,993
-125,817
1628
$7.61M ﹤0.01%
88,063
+11,227
1629
$7.58M ﹤0.01%
308,328
+43,325
1630
$7.56M ﹤0.01%
170,528
+20,710
1631
$7.51M ﹤0.01%
178,373
-10,489
1632
$7.5M ﹤0.01%
381,894
-24,204
1633
$7.5M ﹤0.01%
142,368
+12,189
1634
$7.5M ﹤0.01%
498,842
+209,461
1635
$7.5M ﹤0.01%
91,244
+3,926
1636
$7.48M ﹤0.01%
205,570
+70,614
1637
$7.45M ﹤0.01%
314,995
+155,843
1638
$7.44M ﹤0.01%
26,567
+4,670
1639
$7.44M ﹤0.01%
736,433
-43,052
1640
$7.42M ﹤0.01%
116,252
+4,130
1641
$7.4M ﹤0.01%
924,592
+238,032
1642
$7.39M ﹤0.01%
98,094
-12,774
1643
$7.38M ﹤0.01%
625,697
-102,256
1644
$7.35M ﹤0.01%
89,161
+6,934
1645
$7.35M ﹤0.01%
259,892
+5,311
1646
$7.33M ﹤0.01%
818,064
+47,353
1647
$7.33M ﹤0.01%
481,679
-87,971
1648
$7.32M ﹤0.01%
160,846
+58,144
1649
$7.3M ﹤0.01%
288,161
+44,161
1650
$7.3M ﹤0.01%
300,300
+2,176