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
1926
$4.15M ﹤0.01%
146,217
-7,386
1927
$4.14M ﹤0.01%
792,951
-3,053
1928
$4.13M ﹤0.01%
323,087
-57,037
1929
$4.13M ﹤0.01%
453,923
+30
1930
$4.12M ﹤0.01%
181,947
-2,202,672
1931
$4.09M ﹤0.01%
1,169,603
+380,029
1932
$4.09M ﹤0.01%
125,199
+84,365
1933
$4.08M ﹤0.01%
113,259
+12,978
1934
$4.08M ﹤0.01%
96,754
-2,007
1935
$4.07M ﹤0.01%
267,919
+69,845
1936
$4.05M ﹤0.01%
784,330
+87,706
1937
$4M ﹤0.01%
121,044
+13,378
1938
$4M ﹤0.01%
603,634
-873,269
1939
$3.99M ﹤0.01%
114,367
+106,857
1940
$3.99M ﹤0.01%
194,586
-463,337
1941
$3.98M ﹤0.01%
1,304,863
-70,175
1942
$3.97M ﹤0.01%
+286,291
1943
$3.97M ﹤0.01%
337,035
-12,533
1944
$3.97M ﹤0.01%
71,808
-22,319
1945
$3.96M ﹤0.01%
78,210
+26,911
1946
$3.96M ﹤0.01%
614,466
-159,248
1947
$3.95M ﹤0.01%
743,394
-44,748
1948
$3.95M ﹤0.01%
36,621
-5,522
1949
$3.94M ﹤0.01%
546,170
+89,037
1950
$3.93M ﹤0.01%
180,051
-2,550