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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$4.96M ﹤0.01%
65,258
+6,577
1827
$4.95M ﹤0.01%
98,907
+74,579
1828
$4.95M ﹤0.01%
1,345,786
-3,545,610
1829
$4.95M ﹤0.01%
296,507
-23,584
1830
$4.95M ﹤0.01%
357,139
-24,360
1831
$4.94M ﹤0.01%
34,061
-5,156
1832
$4.93M ﹤0.01%
441,275
-31,919
1833
$4.93M ﹤0.01%
216,862
+1,498
1834
$4.92M ﹤0.01%
231,672
-1,975,872
1835
$4.9M ﹤0.01%
180,979
-101,260
1836
$4.9M ﹤0.01%
140,891
-21,146
1837
$4.87M ﹤0.01%
254,310
-4,144
1838
$4.85M ﹤0.01%
1,346,537
-38,562
1839
$4.84M ﹤0.01%
346,866
-139,711
1840
$4.83M ﹤0.01%
298,432
+40,867
1841
$4.83M ﹤0.01%
288,940
-44,242
1842
$4.82M ﹤0.01%
458,522
-30,037
1843
$4.81M ﹤0.01%
31,901
+13,540
1844
$4.81M ﹤0.01%
172,902
+10,025
1845
$4.79M ﹤0.01%
2,921,893
-232,388
1846
$4.78M ﹤0.01%
32,333
+25,003
1847
$4.77M ﹤0.01%
+97,446
1848
$4.77M ﹤0.01%
885,000
-15,957
1849
$4.77M ﹤0.01%
185,739
+6,381
1850
$4.76M ﹤0.01%
468,779