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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$7.67M ﹤0.01%
130,904
-48,866
1627
$7.66M ﹤0.01%
2,543,839
+609,222
1628
$7.66M ﹤0.01%
1,306,435
-94,034
1629
$7.65M ﹤0.01%
28,098
-66,808
1630
$7.65M ﹤0.01%
74,985
-840
1631
$7.65M ﹤0.01%
630,470
-35,404
1632
$7.64M ﹤0.01%
214,790
-19,879
1633
$7.64M ﹤0.01%
211,056
+61,065
1634
$7.61M ﹤0.01%
204,508
-56,482
1635
$7.58M ﹤0.01%
809,387
+105
1636
$7.56M ﹤0.01%
396,509
+17,390
1637
$7.55M ﹤0.01%
364,563
-140,775
1638
$7.55M ﹤0.01%
667,215
+206,357
1639
$7.53M ﹤0.01%
145,700
-132,100
1640
$7.52M ﹤0.01%
445,396
+126,127
1641
$7.5M ﹤0.01%
218,686
-2,646
1642
$7.5M ﹤0.01%
189,230
+3,086
1643
$7.5M ﹤0.01%
209,961
+42,131
1644
$7.49M ﹤0.01%
288,885
-1,209
1645
$7.49M ﹤0.01%
95,127
-82,604
1646
$7.49M ﹤0.01%
575,349
+8,948
1647
$7.48M ﹤0.01%
137,786
-8,908
1648
$7.48M ﹤0.01%
810,670
+22,427
1649
$7.47M ﹤0.01%
130,890
+33,375
1650
$7.45M ﹤0.01%
41,910
-5,237