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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$5.47M ﹤0.01%
174,220
-20,673
2052
$5.43M ﹤0.01%
94,024
-8,868
2053
$5.43M ﹤0.01%
450,485
+57,437
2054
$5.42M ﹤0.01%
112,542
+17,785
2055
$5.42M ﹤0.01%
260,320
+55,767
2056
$5.41M ﹤0.01%
265,700
+88,756
2057
$5.4M ﹤0.01%
128,609
-1,492,920
2058
$5.4M ﹤0.01%
910,429
+112,142
2059
$5.39M ﹤0.01%
+220,000
2060
$5.38M ﹤0.01%
106,414
-1,090
2061
$5.37M ﹤0.01%
334,663
+27,701
2062
$5.37M ﹤0.01%
288,675
+4
2063
$5.36M ﹤0.01%
425,705
2064
$5.36M ﹤0.01%
92,458
-20,889
2065
$5.36M ﹤0.01%
1,312,682
+155,281
2066
$5.34M ﹤0.01%
464,740
+65,891
2067
$5.33M ﹤0.01%
111,758
+55,491
2068
$5.32M ﹤0.01%
70,516
+1,799
2069
$5.32M ﹤0.01%
599,407
+59,841
2070
$5.3M ﹤0.01%
222,500
-59,500
2071
$5.3M ﹤0.01%
78,130
+19,629
2072
$5.3M ﹤0.01%
208,583
-73,664
2073
$5.29M ﹤0.01%
330,475
-2,565
2074
$5.28M ﹤0.01%
198,457
+15,293
2075
$5.27M ﹤0.01%
185,588
+22,057