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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$3.9M ﹤0.01%
121,327
+8,808
1902
$3.9M ﹤0.01%
334,576
-88,269
1903
$3.89M ﹤0.01%
212,645
+5,076
1904
$3.85M ﹤0.01%
393,117
+97,450
1905
$3.85M ﹤0.01%
83,355
-1,283,457
1906
$3.83M ﹤0.01%
374,845
+177,849
1907
$3.83M ﹤0.01%
79,798
+39,736
1908
$3.83M ﹤0.01%
197,514
-3,505
1909
$3.82M ﹤0.01%
370,254
+6,510
1910
$3.81M ﹤0.01%
77,913
-6,028
1911
$3.81M ﹤0.01%
347,633
-32,353
1912
$3.8M ﹤0.01%
115,767
-15,961
1913
$3.8M ﹤0.01%
172,610
+28,422
1914
$3.79M ﹤0.01%
161,513
+1,328
1915
$3.79M ﹤0.01%
151,051
+27,443
1916
$3.78M ﹤0.01%
133,062
+81,362
1917
$3.77M ﹤0.01%
8,968
-1,023
1918
$3.77M ﹤0.01%
157,169
+2,438
1919
$3.77M ﹤0.01%
65,138
-824
1920
$3.77M ﹤0.01%
537,098
-5,289
1921
$3.76M ﹤0.01%
47,751
-12,320
1922
$3.76M ﹤0.01%
135,363
-16,545
1923
$3.75M ﹤0.01%
288,948
+68,734
1924
$3.74M ﹤0.01%
411,670
-4,351
1925
$3.74M ﹤0.01%
70,164
+16,362