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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$12.3M ﹤0.01%
233,250
+104,881
1627
$12.2M ﹤0.01%
+219,284
1628
$12.2M ﹤0.01%
1,016,060
-131,180
1629
$12.2M ﹤0.01%
658,152
-6,201
1630
$12.1M ﹤0.01%
877,165
+196,188
1631
$12.1M ﹤0.01%
+177,200
1632
$12.1M ﹤0.01%
120,672
-148,910
1633
$12M ﹤0.01%
382,803
-1,706,847
1634
$12M ﹤0.01%
1,745,326
+25,001
1635
$12M ﹤0.01%
395,315
+36,812
1636
$12M ﹤0.01%
2,055,231
+1,959,379
1637
$11.9M ﹤0.01%
649,117
+79,157
1638
$11.9M ﹤0.01%
712,764
+10,157
1639
$11.9M ﹤0.01%
911,259
+30,804
1640
$11.9M ﹤0.01%
327,286
+28,930
1641
$11.9M ﹤0.01%
282,427
+26,961
1642
$11.9M ﹤0.01%
261,942
+1,368
1643
$11.8M ﹤0.01%
925,988
+81,768
1644
$11.7M ﹤0.01%
742,207
+455,236
1645
$11.7M ﹤0.01%
1,493,849
-18,780
1646
$11.7M ﹤0.01%
+501,606
1647
$11.6M ﹤0.01%
+239,400
1648
$11.6M ﹤0.01%
487,880
+23,294
1649
$11.5M ﹤0.01%
421,155
+364,516
1650
$11.5M ﹤0.01%
188,608
-57,932