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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$5.7M ﹤0.01%
177,449
+7,050
1702
$5.7M ﹤0.01%
132,873
-31,467
1703
$5.68M ﹤0.01%
172,590
+31,120
1704
$5.68M ﹤0.01%
667,857
+35,784
1705
$5.67M ﹤0.01%
113,188
+25,145
1706
$5.66M ﹤0.01%
508,324
+285,205
1707
$5.66M ﹤0.01%
366,861
-17,791
1708
$5.62M ﹤0.01%
233,707
+4,633
1709
$5.6M ﹤0.01%
19,854
+2,749
1710
$5.6M ﹤0.01%
122,098
-3,480
1711
$5.59M ﹤0.01%
190,400
-843
1712
$5.58M ﹤0.01%
436,451
+102,912
1713
$5.58M ﹤0.01%
214,377
+41,131
1714
$5.57M ﹤0.01%
45,212
+14,593
1715
$5.57M ﹤0.01%
580,240
+414,525
1716
$5.56M ﹤0.01%
855,447
+105,219
1717
$5.54M ﹤0.01%
196,986
-29,346
1718
$5.53M ﹤0.01%
78,314
-24,850
1719
$5.53M ﹤0.01%
259,078
-16,462
1720
$5.53M ﹤0.01%
411,344
+112,400
1721
$5.51M ﹤0.01%
151,546
-1,582
1722
$5.5M ﹤0.01%
337,304
+109,497
1723
$5.5M ﹤0.01%
52,351
+9,187
1724
$5.48M ﹤0.01%
365,025
+50,749
1725
$5.47M ﹤0.01%
520,003
+68,665