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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$4.32M ﹤0.01%
1,175,626
-95,575
1952
$4.31M ﹤0.01%
1,067,063
+81,573
1953
$4.31M ﹤0.01%
250,438
-28,063
1954
$4.3M ﹤0.01%
178,962
-8,256
1955
$4.29M ﹤0.01%
5,796
+4,801
1956
$4.29M ﹤0.01%
372,245
+14,532
1957
$4.29M ﹤0.01%
115,696
+10,912
1958
$4.29M ﹤0.01%
117,475
+10,944
1959
$4.29M ﹤0.01%
275,604
-102,204
1960
$4.28M ﹤0.01%
546,336
+15,889
1961
$4.28M ﹤0.01%
83,330
-311,405
1962
$4.27M ﹤0.01%
+346,183
1963
$4.26M ﹤0.01%
206,901
+13,729
1964
$4.25M ﹤0.01%
768,808
+149,951
1965
$4.25M ﹤0.01%
293,952
+46,287
1966
$4.24M ﹤0.01%
41,002
-369
1967
$4.23M ﹤0.01%
93,602
-49,550
1968
$4.21M ﹤0.01%
137,656
-1,672,645
1969
$4.21M ﹤0.01%
68,909
-271,026
1970
$4.2M ﹤0.01%
329,147
+46,764
1971
$4.2M ﹤0.01%
56,364
-54,718
1972
$4.18M ﹤0.01%
685,196
-3,452
1973
$4.18M ﹤0.01%
616,043
-193,380
1974
$4.17M ﹤0.01%
73,667
-3,150
1975
$4.16M ﹤0.01%
295,228
-13,211