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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$3.81M ﹤0.01%
168,335
-5,192
2077
$3.79M ﹤0.01%
19,735
-11,031
2078
$3.79M ﹤0.01%
11,709
+760
2079
$3.79M ﹤0.01%
90,319
+65,371
2080
$3.77M ﹤0.01%
497,003
+47,031
2081
$3.77M ﹤0.01%
163,638
+71,882
2082
$3.77M ﹤0.01%
133,110
-5,075
2083
$3.77M ﹤0.01%
95,262
-14,815
2084
$3.76M ﹤0.01%
688,448
-95,882
2085
$3.75M ﹤0.01%
595,174
-94,585
2086
$3.74M ﹤0.01%
206,040
+73,681
2087
$3.73M ﹤0.01%
63,494
-227,199
2088
$3.71M ﹤0.01%
524,991
-118,637
2089
$3.69M ﹤0.01%
17,683
-1,542
2090
$3.68M ﹤0.01%
535,181
+123,440
2091
$3.67M ﹤0.01%
+85,061
2092
$3.67M ﹤0.01%
294,632
+118,360
2093
$3.66M ﹤0.01%
105,407
+90,601
2094
$3.66M ﹤0.01%
150,470
-26,557
2095
$3.66M ﹤0.01%
61,075
-210,062
2096
$3.65M ﹤0.01%
149,299
-7,603
2097
$3.65M ﹤0.01%
+149,849
2098
$3.65M ﹤0.01%
117,070
+106,280
2099
$3.65M ﹤0.01%
180,872
-22,448
2100
$3.65M ﹤0.01%
441,403
-5,826