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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$3.51M ﹤0.01%
113,366
+84,875
1977
$3.5M ﹤0.01%
223,899
+35,747
1978
$3.5M ﹤0.01%
238,061
+29,563
1979
$3.5M ﹤0.01%
90,468
-14,211
1980
$3.5M ﹤0.01%
132,891
-9,551
1981
$3.5M ﹤0.01%
114,910
-1,710
1982
$3.5M ﹤0.01%
366,675
-72,602
1983
$3.5M ﹤0.01%
499,582
-96,740
1984
$3.5M ﹤0.01%
608,905
+94,580
1985
$3.5M ﹤0.01%
132,248
+25,350
1986
$3.49M ﹤0.01%
36,505
+9,289
1987
$3.49M ﹤0.01%
55,062
+3,057
1988
$3.48M ﹤0.01%
167,155
+9,409
1989
$3.47M ﹤0.01%
31,634
+5,553
1990
$3.47M ﹤0.01%
86,528
+1,594
1991
$3.47M ﹤0.01%
255,757
+39,355
1992
$3.46M ﹤0.01%
199,500
+6,793
1993
$3.46M ﹤0.01%
92,991
-401
1994
$3.46M ﹤0.01%
132,672
+87,664
1995
$3.45M ﹤0.01%
139,602
+26,548
1996
$3.45M ﹤0.01%
+282,792
1997
$3.44M ﹤0.01%
65,485
-6,935
1998
$3.44M ﹤0.01%
123,681
+3,323
1999
$3.43M ﹤0.01%
891,986
+867,856
2000
$3.43M ﹤0.01%
48,230
+17,961