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
1876
$4.99M ﹤0.01%
571,640
-921,900
1877
$4.99M ﹤0.01%
111,873
-20,232
1878
$4.98M ﹤0.01%
625,011
-187,308
1879
$4.98M ﹤0.01%
349,019
-23,578
1880
$4.97M ﹤0.01%
252,387
+178,155
1881
$4.94M ﹤0.01%
328,255
+142,947
1882
$4.92M ﹤0.01%
102,946
-15,044
1883
$4.91M ﹤0.01%
285,842
-63,441
1884
$4.89M ﹤0.01%
433,349
+84,303
1885
$4.89M ﹤0.01%
113,071
-141,482
1886
$4.88M ﹤0.01%
117,456
-174,281
1887
$4.88M ﹤0.01%
120,726
+39,452
1888
$4.88M ﹤0.01%
188,376
-24,550
1889
$4.87M ﹤0.01%
199,965
+55,712
1890
$4.86M ﹤0.01%
359,279
-145,562
1891
$4.86M ﹤0.01%
96,719
+54,863
1892
$4.85M ﹤0.01%
50,471
-82,159
1893
$4.83M ﹤0.01%
336,989
+90,533
1894
$4.82M ﹤0.01%
647,339
-162,374
1895
$4.82M ﹤0.01%
31,594
-9,122
1896
$4.82M ﹤0.01%
97,916
+21,814
1897
$4.79M ﹤0.01%
645,996
+82,267
1898
$4.77M ﹤0.01%
146,668
-82,445
1899
$4.76M ﹤0.01%
76,970
+6,558
1900
$4.76M ﹤0.01%
146,444
-36,408