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
2176
$2.58M ﹤0.01%
222,557
-37,650
2177
$2.57M ﹤0.01%
51,973
-200,619
2178
$2.56M ﹤0.01%
1,033,889
-4,640,750
2179
$2.56M ﹤0.01%
133,683
-50,274
2180
$2.56M ﹤0.01%
519,325
-73,870
2181
$2.56M ﹤0.01%
692,979
+309,044
2182
$2.55M ﹤0.01%
78,319
+6,063
2183
$2.55M ﹤0.01%
139,503
+61,252
2184
$2.55M ﹤0.01%
88,589
-13,939
2185
$2.54M ﹤0.01%
+128,591
2186
$2.53M ﹤0.01%
340,049
-2,657
2187
$2.53M ﹤0.01%
947,280
2188
$2.53M ﹤0.01%
123,077
+18,087
2189
$2.53M ﹤0.01%
24,440
+5,435
2190
$2.53M ﹤0.01%
2,479,926
+985,761
2191
$2.53M ﹤0.01%
242,697
-45,694
2192
$2.52M ﹤0.01%
152,934
+13,096
2193
$2.52M ﹤0.01%
118,731
-11,609
2194
$2.52M ﹤0.01%
159,612
+35,148
2195
$2.51M ﹤0.01%
171,251
+13,408
2196
$2.51M ﹤0.01%
343,362
+159,374
2197
$2.51M ﹤0.01%
209,512
+39,463
2198
$2.51M ﹤0.01%
508,034
+22,025
2199
$2.51M ﹤0.01%
66,859
-87,556
2200
$2.48M ﹤0.01%
164,177
+41,671