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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$6.94M ﹤0.01%
+1,710,000
1927
$6.9M ﹤0.01%
537,461
+81,922
1928
$6.9M ﹤0.01%
187,439
+16,781
1929
$6.88M ﹤0.01%
398,099
+129,000
1930
$6.87M ﹤0.01%
228,600
+5,600
1931
$6.85M ﹤0.01%
28,029
+23,813
1932
$6.85M ﹤0.01%
128,646
-372
1933
$6.83M ﹤0.01%
309,721
+74,611
1934
$6.82M ﹤0.01%
502,416
-49,540
1935
$6.8M ﹤0.01%
488,441
+18,409
1936
$6.76M ﹤0.01%
158,071
-589,945
1937
$6.75M ﹤0.01%
193,058
+59,916
1938
$6.73M ﹤0.01%
69,463
+2,024
1939
$6.7M ﹤0.01%
65,390
+55,073
1940
$6.69M ﹤0.01%
620,297
+198,123
1941
$6.69M ﹤0.01%
330,007
+38,451
1942
$6.66M ﹤0.01%
393,363
+80,773
1943
$6.65M ﹤0.01%
336,803
-31,133
1944
$6.62M ﹤0.01%
50,764
+8,935
1945
$6.61M ﹤0.01%
186,301
+24,107
1946
$6.61M ﹤0.01%
279,026
+10,329
1947
$6.61M ﹤0.01%
401,752
-105,757
1948
$6.58M ﹤0.01%
96,263
+1,113
1949
$6.57M ﹤0.01%
371,443
-70,344
1950
$6.56M ﹤0.01%
395,193
-11,227