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
1851
$5.82M ﹤0.01%
115,903
-120,441
1852
$5.81M ﹤0.01%
377,599
-106,852
1853
$5.78M ﹤0.01%
422,509
+99,422
1854
$5.78M ﹤0.01%
223,273
+36,919
1855
$5.76M ﹤0.01%
368,568
+27,152
1856
$5.76M ﹤0.01%
398,333
+4,181
1857
$5.75M ﹤0.01%
444,790
-38,658
1858
$5.75M ﹤0.01%
56,706
-93,667
1859
$5.75M ﹤0.01%
107,111
+18,763
1860
$5.75M ﹤0.01%
1,908,824
-381,493
1861
$5.73M ﹤0.01%
212,496
-147,302
1862
$5.73M ﹤0.01%
160,270
-20,709
1863
$5.72M ﹤0.01%
681,321
-13,445
1864
$5.71M ﹤0.01%
392,369
+56,423
1865
$5.71M ﹤0.01%
395,139
-169,605
1866
$5.69M ﹤0.01%
247,564
-50,868
1867
$5.68M ﹤0.01%
397,266
-936,466
1868
$5.67M ﹤0.01%
77,256
+15,410
1869
$5.67M ﹤0.01%
406,001
-29,876
1870
$5.67M ﹤0.01%
125,994
+4,940
1871
$5.65M ﹤0.01%
322,786
-5,728
1872
$5.64M ﹤0.01%
633,772
+3,571
1873
$5.61M ﹤0.01%
147,512
-277,994
1874
$5.59M ﹤0.01%
98,705
+26,565
1875
$5.57M ﹤0.01%
148,073
-13,411