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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$3.55M ﹤0.01%
98,069
-1,513
1977
$3.54M ﹤0.01%
80,407
-1,330
1978
$3.54M ﹤0.01%
99,548
-12,853
1979
$3.54M ﹤0.01%
321,541
-2,678
1980
$3.54M ﹤0.01%
+182,050
1981
$3.53M ﹤0.01%
154,731
-7,696
1982
$3.51M ﹤0.01%
130,353
+16,913
1983
$3.51M ﹤0.01%
80,426
+50,764
1984
$3.51M ﹤0.01%
150,410
+9,320
1985
$3.51M ﹤0.01%
50,108
-16,547
1986
$3.5M ﹤0.01%
395,852
+71,140
1987
$3.49M ﹤0.01%
94,129
+2,742
1988
$3.49M ﹤0.01%
48,644
-15,222
1989
$3.49M ﹤0.01%
15,721
-5,545
1990
$3.47M ﹤0.01%
+37,218
1991
$3.47M ﹤0.01%
173,994
-30,529
1992
$3.46M ﹤0.01%
617,016
-18,175
1993
$3.46M ﹤0.01%
116,620
+19,645
1994
$3.45M ﹤0.01%
320,313
+10,438
1995
$3.45M ﹤0.01%
293,586
+14,751
1996
$3.45M ﹤0.01%
292,869
+33,912
1997
$3.44M ﹤0.01%
65,962
-601
1998
$3.44M ﹤0.01%
140,529
-2,997
1999
$3.44M ﹤0.01%
542,387
-158,049
2000
$3.44M ﹤0.01%
48,434
+13,402