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
1776
$4.84M ﹤0.01%
19,157
+126
1777
$4.82M ﹤0.01%
131,474
+14,820
1778
$4.81M ﹤0.01%
359,467
+11,768
1779
$4.81M ﹤0.01%
+100,000
1780
$4.79M ﹤0.01%
325,089
+5,589
1781
$4.78M ﹤0.01%
473,985
-150,275
1782
$4.78M ﹤0.01%
828,091
+244,062
1783
$4.77M ﹤0.01%
447,825
-80,283
1784
$4.77M ﹤0.01%
119,437
+18,848
1785
$4.76M ﹤0.01%
58,068
+1,519
1786
$4.76M ﹤0.01%
240,712
-4,474
1787
$4.75M ﹤0.01%
328,718
+40,017
1788
$4.75M ﹤0.01%
83,341
-4,025
1789
$4.74M ﹤0.01%
118,071
+12,564
1790
$4.72M ﹤0.01%
204,079
-11,689
1791
$4.71M ﹤0.01%
250,120
+56,235
1792
$4.71M ﹤0.01%
138,080
+62,215
1793
$4.68M ﹤0.01%
888,281
-269,600
1794
$4.68M ﹤0.01%
123,166
-5,134
1795
$4.67M ﹤0.01%
319,458
-20,996
1796
$4.65M ﹤0.01%
91,121
+17,744
1797
$4.64M ﹤0.01%
281,400
+32,948
1798
$4.63M ﹤0.01%
1,055,721
+338,912
1799
$4.62M ﹤0.01%
30,762
-4,603
1800
$4.61M ﹤0.01%
4,811
+290