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
1901
$5.17M ﹤0.01%
107,897
+54,639
1902
$5.17M ﹤0.01%
609,275
+2,689
1903
$5.16M ﹤0.01%
110,041
-4,626
1904
$5.16M ﹤0.01%
679,322
-36,687
1905
$5.15M ﹤0.01%
203,040
+88,170
1906
$5.15M ﹤0.01%
350,897
+62,214
1907
$5.14M ﹤0.01%
298,445
+156,254
1908
$5.13M ﹤0.01%
509,863
-194,938
1909
$5.11M ﹤0.01%
221,009
+66,682
1910
$5.09M ﹤0.01%
90,113
-257,135
1911
$5.09M ﹤0.01%
498,181
-12,653
1912
$5.08M ﹤0.01%
573,916
+33,449
1913
$5.08M ﹤0.01%
65,703
-6,105
1914
$5.07M ﹤0.01%
57,607
-7,651
1915
$5.07M ﹤0.01%
221,253
-94,591
1916
$5.06M ﹤0.01%
683,113
+126,837
1917
$5.05M ﹤0.01%
138,829
+29,090
1918
$5.04M ﹤0.01%
199,309
+80,578
1919
$5.03M ﹤0.01%
241,858
+68,464
1920
$5.03M ﹤0.01%
49,198
+12,577
1921
$5.02M ﹤0.01%
261,500
-51,200
1922
$5.02M ﹤0.01%
+156,041
1923
$5.02M ﹤0.01%
602,673
+463,694
1924
$5.02M ﹤0.01%
166,030
-6,258
1925
$5.01M ﹤0.01%
77,419
-270,555