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
1751
$7.1M ﹤0.01%
+503,522
1752
$7.1M ﹤0.01%
123,189
+64,112
1753
$7.05M ﹤0.01%
627,484
+31,231
1754
$7.05M ﹤0.01%
164,328
+152,167
1755
$7.01M ﹤0.01%
151,435
+27,031
1756
$7.01M ﹤0.01%
91,047
-573,510
1757
$7.01M ﹤0.01%
452,505
-1,713,674
1758
$7M ﹤0.01%
643,234
+59,219
1759
$7M ﹤0.01%
289,615
-590
1760
$6.98M ﹤0.01%
145,430
+57,336
1761
$6.97M ﹤0.01%
439,026
+16,725
1762
$6.96M ﹤0.01%
218,130
-36,800
1763
$6.95M ﹤0.01%
84,042
-5,691
1764
$6.94M ﹤0.01%
601,215
+434,602
1765
$6.92M ﹤0.01%
87,735
-16,343
1766
$6.91M ﹤0.01%
806,177
+758,168
1767
$6.89M ﹤0.01%
865,000
-20,000
1768
$6.89M ﹤0.01%
73,943
+33,675
1769
$6.88M ﹤0.01%
254,703
-28,121
1770
$6.87M ﹤0.01%
168,296
+10,946
1771
$6.87M ﹤0.01%
1,005,513
+14,831
1772
$6.86M ﹤0.01%
681,615
+67,149
1773
$6.85M ﹤0.01%
274,665
-85,589
1774
$6.84M ﹤0.01%
1,010,866
-159,074
1775
$6.84M ﹤0.01%
128,448
-47,765