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
2201
$2.61M ﹤0.01%
51,349
-27,887
2202
$2.61M ﹤0.01%
130,692
+19,643
2203
$2.61M ﹤0.01%
72,281
+9,770
2204
$2.6M ﹤0.01%
95,921
-8,603
2205
0
2206
$2.59M ﹤0.01%
419,645
+39,665
2207
$2.58M ﹤0.01%
102,929
-43,501
2208
$2.58M ﹤0.01%
179,568
-28,543
2209
$2.58M ﹤0.01%
93,484
+35,191
2210
$2.58M ﹤0.01%
165,131
+9,163
2211
$2.58M ﹤0.01%
157,955
-12,468
2212
$2.56M ﹤0.01%
54,585
-159,474
2213
$2.56M ﹤0.01%
87,548
-7,267
2214
$2.56M ﹤0.01%
125,684
+30,684
2215
$2.56M ﹤0.01%
55,094
+28,129
2216
$2.55M ﹤0.01%
182,625
-1,023
2217
$2.55M ﹤0.01%
121,816
+11,642
2218
$2.54M ﹤0.01%
97,895
+86,286
2219
$2.54M ﹤0.01%
276,813
-31,054
2220
$2.54M ﹤0.01%
75,713
-41,735
2221
$2.53M ﹤0.01%
+60,388
2222
$2.52M ﹤0.01%
89,556
-6,472
2223
$2.52M ﹤0.01%
+193,836
2224
$2.51M ﹤0.01%
78,510
+74,448
2225
$2.51M ﹤0.01%
197,460
-16,233