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
1651
$7.29M ﹤0.01%
539,314
-154,279
1652
$7.28M ﹤0.01%
136,490
-139,377
1653
$7.28M ﹤0.01%
383,542
-140
1654
$7.26M ﹤0.01%
247,382
+32,212
1655
$7.26M ﹤0.01%
511,045
+300,404
1656
$7.25M ﹤0.01%
268,391
+31,946
1657
$7.25M ﹤0.01%
218,837
+34,130
1658
$7.22M ﹤0.01%
238,541
-1,658
1659
$7.21M ﹤0.01%
84,314
-55,031
1660
$7.17M ﹤0.01%
97,833
-949
1661
$7.16M ﹤0.01%
490,238
+12,028
1662
$7.15M ﹤0.01%
380,223
+96,961
1663
$7.15M ﹤0.01%
522,372
-157,036
1664
$7.14M ﹤0.01%
228,809
+20,877
1665
$7.12M ﹤0.01%
1,055,885
+528,705
1666
$7.12M ﹤0.01%
884,716
-453,360
1667
$7.11M ﹤0.01%
342,431
-18,353
1668
$7.06M ﹤0.01%
119,126
-29,631
1669
$7.02M ﹤0.01%
915,490
+31,535
1670
$7.01M ﹤0.01%
485,772
+10,232
1671
$7M ﹤0.01%
1,639,191
+29,535
1672
$6.97M ﹤0.01%
522,464
-9,731
1673
$6.97M ﹤0.01%
128,002
+15,834
1674
$6.97M ﹤0.01%
234,622
+5,791
1675
$6.96M ﹤0.01%
732,203
+521,602