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
1801
$4.91M ﹤0.01%
417,998
-46,374
1802
$4.88M ﹤0.01%
324,093
-85,227
1803
$4.87M ﹤0.01%
475,326
+11,999
1804
$4.87M ﹤0.01%
262,427
+248,064
1805
$4.86M ﹤0.01%
63,322
+11,244
1806
$4.86M ﹤0.01%
72,815
+10,686
1807
$4.85M ﹤0.01%
19,783
-1,771
1808
$4.84M ﹤0.01%
82,552
+4,053
1809
$4.83M ﹤0.01%
157,250
+54,321
1810
$4.83M ﹤0.01%
122,333
+6,492
1811
$4.82M ﹤0.01%
100,947
-7,498
1812
$4.81M ﹤0.01%
77,195
-320,376
1813
$4.8M ﹤0.01%
909,669
-125,343
1814
$4.8M ﹤0.01%
65,963
-13,269
1815
$4.8M ﹤0.01%
203,317
-1,074,846
1816
$4.8M ﹤0.01%
130,144
+55
1817
$4.78M ﹤0.01%
303,889
+93,378
1818
$4.76M ﹤0.01%
62,856
-559,367
1819
$4.76M ﹤0.01%
862,293
+95,488
1820
$4.76M ﹤0.01%
130,756
-20,840
1821
$4.75M ﹤0.01%
237,090
+30,485
1822
$4.75M ﹤0.01%
21,266
-5,281
1823
$4.74M ﹤0.01%
146,240
+145,741
1824
$4.74M ﹤0.01%
285,192
-8,251
1825
$4.74M ﹤0.01%
159,359
+61,344