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
1826
$5.44M ﹤0.01%
169,992
+8,116
1827
$5.44M ﹤0.01%
46,500
+29,652
1828
$5.43M ﹤0.01%
2,821,637
+285,280
1829
$5.42M ﹤0.01%
42,298
+5,840
1830
$5.42M ﹤0.01%
220,455
-5,557
1831
$5.42M ﹤0.01%
489,734
+883
1832
$5.42M ﹤0.01%
323,168
+64,028
1833
$5.4M ﹤0.01%
127,236
-226,295
1834
$5.39M ﹤0.01%
106,327
+72,150
1835
$5.37M ﹤0.01%
177,560
+83,079
1836
$5.37M ﹤0.01%
194,715
-118,098
1837
$5.37M ﹤0.01%
277,117
-1,333
1838
$5.37M ﹤0.01%
493,464
+357,413
1839
$5.35M ﹤0.01%
270,151
-29,531
1840
$5.35M ﹤0.01%
1,246,161
+452,260
1841
$5.33M ﹤0.01%
89,303
-48,394
1842
$5.31M ﹤0.01%
62,390
+1,220
1843
$5.31M ﹤0.01%
150,591
-64,747
1844
$5.3M ﹤0.01%
466,694
+33,208
1845
$5.29M ﹤0.01%
211,506
-59,279
1846
$5.28M ﹤0.01%
71,397
-5,115
1847
$5.28M ﹤0.01%
261,184
-415,085
1848
$5.28M ﹤0.01%
157,071
-56,149
1849
$5.26M ﹤0.01%
210,835
+51,088
1850
$5.25M ﹤0.01%
+189,633