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
1676
$7.2M ﹤0.01%
393,638
+130,338
1677
$7.19M ﹤0.01%
1,090,800
1678
$7.18M ﹤0.01%
706,229
+144,812
1679
$7.17M ﹤0.01%
624,477
+135,124
1680
$7.16M ﹤0.01%
392,700
+95,834
1681
$7.16M ﹤0.01%
396,761
+23,722
1682
$7.16M ﹤0.01%
442,035
+157,190
1683
$7.15M ﹤0.01%
+347,940
1684
$7.15M ﹤0.01%
877,266
+101,119
1685
$7.14M ﹤0.01%
168,200
+8,427
1686
$7.13M ﹤0.01%
163,343
-24,174
1687
$7.13M ﹤0.01%
249,039
+20,051
1688
$7.12M ﹤0.01%
133,470
-9,691
1689
$7.11M ﹤0.01%
172,208
-60,762
1690
$7.08M ﹤0.01%
199,529
-45,871
1691
$7.06M ﹤0.01%
334,976
+1,303
1692
$7.05M ﹤0.01%
464,247
-110,956
1693
$7.04M ﹤0.01%
210,270
-116,987
1694
$7.03M ﹤0.01%
352,562
+17,615
1695
$7.03M ﹤0.01%
58,000
-2,900
1696
$7.03M ﹤0.01%
140,360
+14,920
1697
$7M ﹤0.01%
133,821
+5,716
1698
$7M ﹤0.01%
681,803
+24,325
1699
$6.98M ﹤0.01%
85,346
-1,727
1700
$6.98M ﹤0.01%
275,942
+34,804