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
2001
$4M ﹤0.01%
365,856
-1,557,852
2002
$3.99M ﹤0.01%
500,699
+15,524
2003
$3.98M ﹤0.01%
267,837
+91,247
2004
$3.98M ﹤0.01%
404,151
-148,608
2005
$3.98M ﹤0.01%
+35,792
2006
$3.96M ﹤0.01%
162,490
-758,856
2007
$3.96M ﹤0.01%
75,199
+19,372
2008
$3.96M ﹤0.01%
188,517
+52,406
2009
$3.96M ﹤0.01%
122,058
-43,883
2010
$3.96M ﹤0.01%
239,197
-5,504
2011
$3.94M ﹤0.01%
114,579
+78,729
2012
$3.94M ﹤0.01%
39,608
+14,617
2013
$3.94M ﹤0.01%
248,389
-95,910
2014
$3.93M ﹤0.01%
85,879
+60,955
2015
$3.92M ﹤0.01%
831,571
+224,175
2016
$3.92M ﹤0.01%
368,962
+15,626
2017
$3.91M ﹤0.01%
89,642
-4,793
2018
$3.9M ﹤0.01%
229,717
-15,142
2019
$3.89M ﹤0.01%
62,412
-17,758
2020
$3.89M ﹤0.01%
149,481
+1,050
2021
$3.86M ﹤0.01%
53,966
+431
2022
$3.84M ﹤0.01%
345,703
+72,635
2023
$3.83M ﹤0.01%
30,204
+6,891
2024
$3.82M ﹤0.01%
60,683
+11,703
2025
$3.82M ﹤0.01%
161,432
-129,074