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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$8.53M ﹤0.01%
782,319
+34,964
1677
$8.52M ﹤0.01%
127,858
+11,131
1678
$8.49M ﹤0.01%
448,372
-1,172,049
1679
$8.48M ﹤0.01%
343,481
-793,956
1680
$8.47M ﹤0.01%
60,712
-4,890
1681
$8.46M ﹤0.01%
245,670
+114,771
1682
$8.37M ﹤0.01%
250,334
-5,276
1683
$8.35M ﹤0.01%
223,411
-27,744
1684
$8.33M ﹤0.01%
27,014
-72,748
1685
$8.3M ﹤0.01%
2,293,533
+994,896
1686
$8.3M ﹤0.01%
53,178
+51,583
1687
$8.26M ﹤0.01%
249,896
-97,691
1688
$8.25M ﹤0.01%
902,974
+169,898
1689
$8.21M ﹤0.01%
595,160
+76,538
1690
$8.18M ﹤0.01%
1,075,891
+210,582
1691
$8.15M ﹤0.01%
575,702
+2,830
1692
$8.15M ﹤0.01%
695,185
+19,965
1693
$8.14M ﹤0.01%
202,635
-387,070
1694
$8.13M ﹤0.01%
1,067,403
-146,827
1695
$8.13M ﹤0.01%
461,804
-80,067
1696
$8.12M ﹤0.01%
339,329
+284,458
1697
$8.12M ﹤0.01%
49,922
-16,908
1698
$8.1M ﹤0.01%
670,336
+16,137
1699
$8.02M ﹤0.01%
716,416
-445,492
1700
$8.02M ﹤0.01%
233,015
-20,489