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
$246B
AUM Growth
-$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$323M
2 +$293M
3 +$231M
4
VZ icon
Verizon
VZ
+$217M
5
SU icon
Suncor Energy
SU
+$203M

Top Sells

1 +$575M
2 +$508M
3 +$503M
4
EPD icon
Enterprise Products Partners
EPD
+$415M
5
JPM icon
JPMorgan Chase
JPM
+$321M

Sector Composition

1 Technology 16.62%
2 Healthcare 12.57%
3 Financials 12.12%
4 Communication Services 8.96%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$2.78M ﹤0.01%
46,249
-1,347,340
2152
$2.78M ﹤0.01%
46,417
+3,729
2153
$2.78M ﹤0.01%
38,420
-7,473
2154
$2.78M ﹤0.01%
75,528
-20,828
2155
$2.77M ﹤0.01%
73,567
+64,691
2156
$2.77M ﹤0.01%
81,345
-78,554
2157
$2.76M ﹤0.01%
191,308
+8,208
2158
$2.75M ﹤0.01%
216,239
+227
2159
$2.75M ﹤0.01%
52,303
+17,764
2160
$2.74M ﹤0.01%
67,433
+20,553
2161
$2.73M ﹤0.01%
66,348
+10,384
2162
$2.73M ﹤0.01%
134,651
-59,787
2163
$2.73M ﹤0.01%
45,716
-94,130
2164
$2.73M ﹤0.01%
76,374
-9,927
2165
$2.73M ﹤0.01%
67,950
-7,269
2166
$2.73M ﹤0.01%
100,108
+7,557
2167
$2.73M ﹤0.01%
109,386
-65,163
2168
0
2169
$2.71M ﹤0.01%
110,834
+75,487
2170
$2.71M ﹤0.01%
231,626
-38,856
2171
$2.71M ﹤0.01%
250,699
+75,440
2172
$2.71M ﹤0.01%
71,445
-67,217
2173
$2.7M ﹤0.01%
205,251
+190,563
2174
$2.7M ﹤0.01%
250,801
+237,441
2175
$2.69M ﹤0.01%
120,105
-3,147