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
1951
$3.92M ﹤0.01%
150,140
+7,489
1952
$3.92M ﹤0.01%
71,228
+3,801
1953
$3.91M ﹤0.01%
236,581
+7,838
1954
$3.9M ﹤0.01%
189,131
-40,704
1955
$3.89M ﹤0.01%
1,524,955
-31,422
1956
$3.89M ﹤0.01%
204,925
+108,897
1957
$3.88M ﹤0.01%
47,837
+20,406
1958
$3.88M ﹤0.01%
246,396
+68,335
1959
$3.88M ﹤0.01%
284,168
+17,772
1960
$3.87M ﹤0.01%
226,313
+644
1961
$3.85M ﹤0.01%
39,447
+22,686
1962
$3.85M ﹤0.01%
238,811
-27,481
1963
$3.84M ﹤0.01%
3,311,074
+1,152,079
1964
$3.84M ﹤0.01%
161,484
-114,949
1965
$3.83M ﹤0.01%
142,828
+103,211
1966
$3.83M ﹤0.01%
355,046
-19,066
1967
$3.83M ﹤0.01%
969,441
+520,476
1968
$3.82M ﹤0.01%
217,650
-10,405
1969
$3.82M ﹤0.01%
1,219,230
+366,218
1970
$3.8M ﹤0.01%
109,739
+41,451
1971
$3.79M ﹤0.01%
94,774
+2,231
1972
$3.78M ﹤0.01%
68,000
-6,908
1973
$3.78M ﹤0.01%
835,222
-151,272
1974
$3.76M ﹤0.01%
230,344
-2,365
1975
$3.76M ﹤0.01%
337,700
+45,801