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
1726
$6.58M ﹤0.01%
50,925
+15,082
1727
$6.58M ﹤0.01%
367,959
-100,474
1728
$6.58M ﹤0.01%
365,271
-98,688
1729
$6.58M ﹤0.01%
418,082
-224,679
1730
$6.57M ﹤0.01%
145,505
-21,152
1731
$6.51M ﹤0.01%
150,842
-84,020
1732
$6.5M ﹤0.01%
730,680
+81,509
1733
$6.49M ﹤0.01%
666,889
-225,203
1734
$6.44M ﹤0.01%
725,531
-153,568
1735
$6.42M ﹤0.01%
98,719
-20,352
1736
$6.4M ﹤0.01%
709,644
+66,740
1737
$6.38M ﹤0.01%
270,660
+123,200
1738
$6.36M ﹤0.01%
143,015
-109,784
1739
$6.36M ﹤0.01%
137,924
+3,896
1740
$6.34M ﹤0.01%
141,382
-534,278
1741
$6.34M ﹤0.01%
199,780
-48,957
1742
$6.33M ﹤0.01%
51,714
-246,042
1743
$6.32M ﹤0.01%
1,472,259
+728,578
1744
$6.29M ﹤0.01%
259,173
+206,246
1745
$6.27M ﹤0.01%
456,188
-142,542
1746
$6.23M ﹤0.01%
170,268
+12,162
1747
$6.22M ﹤0.01%
310,949
+79,545
1748
$6.22M ﹤0.01%
88,093
-24,764
1749
$6.21M ﹤0.01%
67,989
-180,413
1750
$6.21M ﹤0.01%
505,957
+5,957