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
2051
$3.26M ﹤0.01%
106,737
+13,164
2052
$3.26M ﹤0.01%
70,285
+19,950
2053
$3.25M ﹤0.01%
557,768
-63,927
2054
$3.25M ﹤0.01%
9,020,464
+2,512,192
2055
$3.25M ﹤0.01%
116,727
-63,281
2056
$3.24M ﹤0.01%
455,664
-25,890
2057
$3.23M ﹤0.01%
85,760
-13,068
2058
$3.23M ﹤0.01%
255,348
-25,753
2059
$3.23M ﹤0.01%
+133,702
2060
$3.22M ﹤0.01%
72,140
+33,749
2061
$3.2M ﹤0.01%
233,074
+10,458
2062
$3.19M ﹤0.01%
97,347
-19,842
2063
$3.19M ﹤0.01%
272,920
+4,825
2064
$3.18M ﹤0.01%
518,622
-177,529
2065
$3.17M ﹤0.01%
517,388
-5,035
2066
$3.16M ﹤0.01%
56,923
-332,000
2067
$3.16M ﹤0.01%
217,898
-17,300
2068
$3.15M ﹤0.01%
303,286
-37,968
2069
$3.15M ﹤0.01%
287,456
-386,989
2070
$3.15M ﹤0.01%
120,154
-39,569
2071
$3.15M ﹤0.01%
329,625
-253,431
2072
$3.14M ﹤0.01%
332,046
+26,591
2073
$3.14M ﹤0.01%
263,329
+32,593
2074
$3.13M ﹤0.01%
434,429
+10,828
2075
$3.11M ﹤0.01%
602,427
-209,698