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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$3.02M ﹤0.01%
58,583
+23,635
2202
$3.01M ﹤0.01%
219,036
+62,450
2203
$3.01M ﹤0.01%
280,123
-429
2204
$3.01M ﹤0.01%
265,036
+101,975
2205
$2.99M ﹤0.01%
81,538
+10,013
2206
$2.98M ﹤0.01%
158,217
-25,727
2207
$2.98M ﹤0.01%
285,149
+81,218
2208
$2.98M ﹤0.01%
130,969
-233,384
2209
$2.96M ﹤0.01%
346,824
+9,854
2210
$2.96M ﹤0.01%
382,414
-14,161
2211
$2.95M ﹤0.01%
190,601
-73,508
2212
$2.94M ﹤0.01%
172,702
-4,380
2213
$2.94M ﹤0.01%
97,869
+29,962
2214
$2.93M ﹤0.01%
107,544
+32,789
2215
$2.93M ﹤0.01%
17,462
+2,132
2216
$2.92M ﹤0.01%
133,356
-45,555
2217
$2.92M ﹤0.01%
239,661
+43,598
2218
$2.89M ﹤0.01%
141,286
+39,078
2219
$2.89M ﹤0.01%
240,392
-61,779
2220
$2.88M ﹤0.01%
161,599
-328,148
2221
$2.88M ﹤0.01%
121,981
+61,949
2222
$2.88M ﹤0.01%
137,256
+544
2223
$2.88M ﹤0.01%
171,103
+20,375
2224
$2.87M ﹤0.01%
274,877
+173,818
2225
$2.87M ﹤0.01%
194,728
+9,950