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
1751
0
1752
$5.26M ﹤0.01%
521,652
-197,820
1753
$5.26M ﹤0.01%
168,164
+43,169
1754
0
1755
$5.25M ﹤0.01%
301,489
-138,411
1756
$5.24M ﹤0.01%
90,991
+69,166
1757
$5.22M ﹤0.01%
700,436
+112,449
1758
$5.22M ﹤0.01%
54,983
-6,043
1759
$5.22M ﹤0.01%
66,655
+9,552
1760
$5.21M ﹤0.01%
59,566
+8,075
1761
$5.21M ﹤0.01%
571,609
-79,287
1762
$5.2M ﹤0.01%
204,523
+180,017
1763
$5.19M ﹤0.01%
464,127
+114,535
1764
$5.16M ﹤0.01%
251,601
+7,933
1765
$5.14M ﹤0.01%
188,595
+173,096
1766
$5.14M ﹤0.01%
88,604
+7,195
1767
$5.13M ﹤0.01%
1,497,027
-497,165
1768
$5.13M ﹤0.01%
145,057
-59,874
1769
$5.13M ﹤0.01%
289,022
-3,203
1770
$5.13M ﹤0.01%
152,407
-25,116
1771
$5.13M ﹤0.01%
370,192
+111,110
1772
$5.13M ﹤0.01%
568,135
-28,832
1773
$5.11M ﹤0.01%
314,804
-225,731
1774
$5.1M ﹤0.01%
123,737
+884
1775
$5.08M ﹤0.01%
777,238
-1,122,153