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
1651
$7.44M ﹤0.01%
370,981
-265,599
1652
$7.42M ﹤0.01%
183,037
-17,059
1653
$7.42M ﹤0.01%
635,051
-462,838
1654
$7.4M ﹤0.01%
467,627
+8,018
1655
$7.39M ﹤0.01%
323,584
-754,007
1656
$7.39M ﹤0.01%
103,292
+48,789
1657
$7.38M ﹤0.01%
260,483
+85,787
1658
$7.37M ﹤0.01%
309,140
+54,236
1659
$7.37M ﹤0.01%
310,647
-34,089
1660
$7.36M ﹤0.01%
205,337
-652,402
1661
$7.32M ﹤0.01%
392,983
-18,609
1662
$7.3M ﹤0.01%
296,365
+64,073
1663
$7.29M ﹤0.01%
576,220
+78,895
1664
$7.29M ﹤0.01%
1,564,564
-2,739,521
1665
$7.28M ﹤0.01%
+409,382
1666
$7.28M ﹤0.01%
1,909,666
-138,161
1667
$7.26M ﹤0.01%
+473,360
1668
$7.25M ﹤0.01%
254,587
+14,588
1669
$7.25M ﹤0.01%
295,000
-14,422
1670
$7.24M ﹤0.01%
73,087
-18,707
1671
$7.24M ﹤0.01%
113,594
-274
1672
$7.23M ﹤0.01%
740,268
-86,034
1673
$7.23M ﹤0.01%
180,844
-38,612
1674
$7.22M ﹤0.01%
414,682
+365,921
1675
$7.2M ﹤0.01%
162,770
+106,819