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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$2.9M ﹤0.01%
26,081
+3,011
2102
$2.9M ﹤0.01%
258,428
+20,026
2103
$2.89M ﹤0.01%
180,582
-93,124
2104
$2.89M ﹤0.01%
175,603
-5,120
2105
$2.89M ﹤0.01%
245,980
+115,850
2106
$2.89M ﹤0.01%
42,235
+2,909
2107
$2.87M ﹤0.01%
108,325
-2,171
2108
$2.86M ﹤0.01%
94,296
-14,721
2109
$2.85M ﹤0.01%
69,039
-3,419
2110
$2.85M ﹤0.01%
144,284
+403
2111
$2.84M ﹤0.01%
587,696
+77,572
2112
$2.84M ﹤0.01%
91,744
-6,080
2113
$2.84M ﹤0.01%
333,828
+16,794
2114
$2.84M ﹤0.01%
57,686
-675
2115
$2.84M ﹤0.01%
227,849
-290,705
2116
$2.83M ﹤0.01%
68,396
+3,306
2117
$2.83M ﹤0.01%
252,124
-46,267
2118
$2.83M ﹤0.01%
63,457
+13,133
2119
$2.83M ﹤0.01%
178,642
-7,714
2120
$2.82M ﹤0.01%
273,151
+43,102
2121
$2.82M ﹤0.01%
177,219
-22,635
2122
$2.81M ﹤0.01%
+116,202
2123
$2.8M ﹤0.01%
196,895
+56,932
2124
$2.8M ﹤0.01%
414,655
-106,935
2125
$2.8M ﹤0.01%
58,421
+18,678