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
$280B
AUM Growth
+$42.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$328M
3 +$255M
4
RTX icon
RTX Corp
RTX
+$248M
5
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$232M

Top Sells

1 +$444M
2 +$436M
3 +$427M
4
C icon
Citigroup
C
+$353M
5
MSFT icon
Microsoft
MSFT
+$329M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.45%
3 Financials 12.93%
4 Consumer Discretionary 12.34%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$2.97M ﹤0.01%
+170,000
2202
$2.96M ﹤0.01%
260,934
+1,905
2203
$2.96M ﹤0.01%
37,057
-10,780
2204
$2.96M ﹤0.01%
262,892
-40,394
2205
$2.95M ﹤0.01%
78,902
-968
2206
$2.94M ﹤0.01%
303,783
+70,370
2207
$2.92M ﹤0.01%
537,776
+29,742
2208
$2.92M ﹤0.01%
928,876
+86,637
2209
$2.92M ﹤0.01%
478,164
-20,328
2210
$2.91M ﹤0.01%
53,248
-639,810
2211
$2.9M ﹤0.01%
139,027
+23,093
2212
$2.9M ﹤0.01%
98,643
-163,336
2213
$2.9M ﹤0.01%
199,042
-848,409
2214
$2.89M ﹤0.01%
284,504
+2,625
2215
$2.89M ﹤0.01%
109,564
-3,735
2216
$2.89M ﹤0.01%
73,373
+39,382
2217
$2.88M ﹤0.01%
87,925
-6,071
2218
$2.87M ﹤0.01%
372,096
+199,659
2219
$2.85M ﹤0.01%
113,891
+78,210
2220
$2.84M ﹤0.01%
253,020
-3,918
2221
$2.84M ﹤0.01%
85,661
-5,574
2222
$2.84M ﹤0.01%
150,539
+24,127
2223
$2.83M ﹤0.01%
133,736
-17,025
2224
$2.82M ﹤0.01%
125,147
-6,893
2225
$2.82M ﹤0.01%
140,763
-3,344