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
1826
$6.06M ﹤0.01%
838,986
-200,886
1827
$6.04M ﹤0.01%
1,125,700
+675,700
1828
$6.04M ﹤0.01%
266,658
-25,045
1829
$6.02M ﹤0.01%
507,505
-32,931
1830
$5.99M ﹤0.01%
109,428
+611
1831
$5.97M ﹤0.01%
175,479
-27,370
1832
$5.97M ﹤0.01%
296,788
+281
1833
$5.97M ﹤0.01%
49,114
+45,303
1834
$5.95M ﹤0.01%
421,619
-85,866
1835
$5.94M ﹤0.01%
688,695
-28,149
1836
$5.94M ﹤0.01%
735,121
+2,109
1837
$5.94M ﹤0.01%
371,152
+14,013
1838
$5.93M ﹤0.01%
697,715
-336,174
1839
$5.92M ﹤0.01%
140,000
-30,000
1840
$5.92M ﹤0.01%
324,634
-119,704
1841
$5.91M ﹤0.01%
1,071,352
+101,911
1842
$5.91M ﹤0.01%
246,594
-25,781
1843
$5.91M ﹤0.01%
183,903
+15,247
1844
$5.89M ﹤0.01%
242,906
-26,676
1845
$5.89M ﹤0.01%
261,711
-43,309
1846
$5.89M ﹤0.01%
72,678
-6,253
1847
$5.88M ﹤0.01%
126,369
-13,175
1848
$5.85M ﹤0.01%
242,987
-6,412
1849
$5.85M ﹤0.01%
+6,898
1850
$5.82M ﹤0.01%
255,982
-13,338