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
2026
$3.41M ﹤0.01%
52,097
-42,088
2027
$3.4M ﹤0.01%
75,138
-59,203
2028
$3.4M ﹤0.01%
458,039
-73,733
2029
$3.39M ﹤0.01%
148,238
+64,221
2030
$3.39M ﹤0.01%
254,930
-414,378
2031
$3.38M ﹤0.01%
326,184
-975,017
2032
$3.38M ﹤0.01%
606,308
+6,060
2033
$3.37M ﹤0.01%
190,679
+12,414
2034
$3.37M ﹤0.01%
88,348
-311,229
2035
$3.37M ﹤0.01%
115,013
-2,707
2036
$3.36M ﹤0.01%
121,336
-17,608
2037
$3.36M ﹤0.01%
328,514
-65,368
2038
$3.35M ﹤0.01%
449,972
-56
2039
$3.33M ﹤0.01%
283,494
+21,337
2040
$3.33M ﹤0.01%
1,298,637
-145,474
2041
$3.32M ﹤0.01%
171,690
+26,505
2042
$3.29M ﹤0.01%
240,556
+5,391
2043
$3.28M ﹤0.01%
184,826
-11,817
2044
$3.28M ﹤0.01%
5,045
+4,443
2045
$3.28M ﹤0.01%
447,229
+23,404
2046
$3.28M ﹤0.01%
+7,461
2047
$3.27M ﹤0.01%
+147,462
2048
$3.27M ﹤0.01%
175,914
-12,949
2049
$3.27M ﹤0.01%
675,220
-128,872
2050
$3.26M ﹤0.01%
304,164
+68,311