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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$3.9M ﹤0.01%
100,394
-120
1927
$3.9M ﹤0.01%
117,283
-5,050
1928
$3.9M ﹤0.01%
148,400
+43,211
1929
$3.89M ﹤0.01%
326,602
+98,679
1930
$3.89M ﹤0.01%
68,459
+1,337
1931
$3.88M ﹤0.01%
82,141
-1,723
1932
$3.87M ﹤0.01%
36,658
+14,220
1933
$3.86M ﹤0.01%
39,926
+626
1934
$3.85M ﹤0.01%
53,700
-9,622
1935
$3.83M ﹤0.01%
189,154
-11,266
1936
$3.82M ﹤0.01%
164,004
+17,011
1937
$3.81M ﹤0.01%
225,607
+35,219
1938
$3.79M ﹤0.01%
26,761
+17,118
1939
$3.78M ﹤0.01%
52,306
-2,567
1940
$3.78M ﹤0.01%
698,601
-1,199,469
1941
$3.77M ﹤0.01%
34,704
-935
1942
$3.77M ﹤0.01%
151,908
-62,469
1943
$3.77M ﹤0.01%
115,660
-4,444
1944
$3.77M ﹤0.01%
379,986
+19,913
1945
0
1946
$3.72M ﹤0.01%
92,399
-59,147
1947
$3.72M ﹤0.01%
129,997
-3,473
1948
$3.71M ﹤0.01%
163,127
+162,477
1949
$3.71M ﹤0.01%
61,300
-6,100
1950
$3.71M ﹤0.01%
410
+13