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
1876
$4.58M ﹤0.01%
424,328
-654,676
1877
$4.56M ﹤0.01%
30,766
+26,116
1878
$4.56M ﹤0.01%
906,422
+44,528
1879
$4.54M ﹤0.01%
240,944
+25,445
1880
$4.54M ﹤0.01%
175,904
-105,852
1881
$4.53M ﹤0.01%
246,019
-599,696
1882
$4.52M ﹤0.01%
654,199
-1,177,212
1883
$4.52M ﹤0.01%
257,732
+9,768
1884
$4.51M ﹤0.01%
293,539
+261,986
1885
$4.49M ﹤0.01%
158,067
-12,617
1886
$4.48M ﹤0.01%
5,122,428
+896,792
1887
$4.48M ﹤0.01%
251,685
-55,142
1888
$4.47M ﹤0.01%
415,670
+13,304
1889
$4.47M ﹤0.01%
202,086
+4,471
1890
$4.47M ﹤0.01%
232,998
-1,183,647
1891
$4.46M ﹤0.01%
286,493
-95,294
1892
$4.46M ﹤0.01%
209,798
-65,709
1893
$4.46M ﹤0.01%
172,288
-53,941
1894
$4.44M ﹤0.01%
167,045
-331,012
1895
$4.44M ﹤0.01%
276,251
-29,432
1896
$4.42M ﹤0.01%
101,577
-820,205
1897
$4.42M ﹤0.01%
121,299
+58,757
1898
$4.41M ﹤0.01%
109,711
-2,432
1899
$4.39M ﹤0.01%
315,844
-50,246
1900
$4.39M ﹤0.01%
121,054
-8,324