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
$420B
AUM Growth
+$49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$602M
3 +$492M
4
AIG icon
American International
AIG
+$465M
5
AMD icon
Advanced Micro Devices
AMD
+$421M

Top Sells

1 +$426M
2 +$393M
3 +$367M
4
SNPS icon
Synopsys
SNPS
+$350M
5
MANH icon
Manhattan Associates
MANH
+$290M

Sector Composition

1 Technology 23.38%
2 Financials 12.14%
3 Industrials 11.34%
4 Healthcare 11.18%
5 Consumer Discretionary 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.95M ﹤0.01%
550,539
-43,866
2002
$6.92M ﹤0.01%
485,447
-210,135
2003
$6.92M ﹤0.01%
119,943
-1,711
2004
$6.92M ﹤0.01%
100,007
-1,329
2005
$6.89M ﹤0.01%
79,818
+34,799
2006
$6.88M ﹤0.01%
937,774
+479,631
2007
$6.84M ﹤0.01%
42,217
+2,045
2008
$6.82M ﹤0.01%
179,000
+22,350
2009
$6.82M ﹤0.01%
339,304
+35,581
2010
$6.82M ﹤0.01%
266,119
-376,896
2011
$6.81M ﹤0.01%
837,158
+686,067
2012
$6.81M ﹤0.01%
23,128
+8,634
2013
$6.79M ﹤0.01%
311,242
+21,985
2014
$6.78M ﹤0.01%
111,527
+16,585
2015
$6.78M ﹤0.01%
2,000,187
-156,859
2016
$6.78M ﹤0.01%
101,698
-8,360
2017
$6.76M ﹤0.01%
380,821
+217,561
2018
$6.74M ﹤0.01%
77,163
+46,047
2019
$6.74M ﹤0.01%
855,018
+124,261
2020
$6.73M ﹤0.01%
292,712
+83,647
2021
$6.73M ﹤0.01%
54,229
+10,030
2022
$6.73M ﹤0.01%
158,970
+8,813
2023
$6.72M ﹤0.01%
350,100
-509,400
2024
$6.69M ﹤0.01%
155,438
-147,664
2025
$6.66M ﹤0.01%
+288,353