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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$3.77M ﹤0.01%
100,337
-59,155
1952
$3.77M ﹤0.01%
357,192
-3,085,805
1953
$3.77M ﹤0.01%
136,355
-14,769
1954
$3.75M ﹤0.01%
199,948
-25,350
1955
$3.75M ﹤0.01%
463,327
+101,423
1956
$3.74M ﹤0.01%
349,592
+161,704
1957
$3.74M ﹤0.01%
32,140
+10,512
1958
$3.74M ﹤0.01%
246,532
+10,304
1959
$3.74M ﹤0.01%
117,585
+46,152
1960
$3.74M ﹤0.01%
160,950
-35,380
1961
$3.74M ﹤0.01%
57,834
+26,514
1962
$3.72M ﹤0.01%
121,344
-7,202
1963
$3.72M ﹤0.01%
231,746
+30,150
1964
$3.72M ﹤0.01%
62,129
+11,212
1965
$3.72M ﹤0.01%
66,500
-102,393
1966
$3.71M ﹤0.01%
265,488
+71,560
1967
$3.71M ﹤0.01%
60,439
-3,213
1968
$3.71M ﹤0.01%
49,759
-134,579
1969
$3.69M ﹤0.01%
188,713
-62,451
1970
$3.68M ﹤0.01%
127,904
+25,886
1971
$3.67M ﹤0.01%
30,619
-54,483
1972
$3.67M ﹤0.01%
184,191
-8,278
1973
$3.67M ﹤0.01%
184,463
-18,679
1974
$3.66M ﹤0.01%
94,502
+8,663
1975
$3.66M ﹤0.01%
272,961
+119,693