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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$5.42M ﹤0.01%
84,960
+56,108
1702
$5.42M ﹤0.01%
83,911
+3,037
1703
$5.41M ﹤0.01%
201,056
+17,128
1704
$5.4M ﹤0.01%
600,325
-60,073
1705
$5.38M ﹤0.01%
60,855
-12,817
1706
$5.36M ﹤0.01%
477,302
-92,140
1707
$5.34M ﹤0.01%
129,605
+4,266
1708
$5.34M ﹤0.01%
821,263
-10,613
1709
$5.32M ﹤0.01%
350,717
-30,454
1710
$5.32M ﹤0.01%
76,401
-177,644
1711
0
1712
$5.31M ﹤0.01%
77,048
-215
1713
$5.3M ﹤0.01%
127,330
-53,620
1714
$5.29M ﹤0.01%
374,077
-38,451
1715
$5.29M ﹤0.01%
387,507
-103,850
1716
$5.26M ﹤0.01%
1,660,423
+6,581
1717
$5.26M ﹤0.01%
131,893
+15,884
1718
$5.25M ﹤0.01%
166,700
1719
$5.24M ﹤0.01%
322,137
-29,248
1720
$5.24M ﹤0.01%
+763,221
1721
$5.24M ﹤0.01%
477,719
-18,515
1722
$5.22M ﹤0.01%
314,686
-197,959
1723
$5.22M ﹤0.01%
97,633
-6,453
1724
$5.22M ﹤0.01%
18,675
-3,059
1725
$5.21M ﹤0.01%
364,938
-45,731