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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$2.53M ﹤0.01%
1,133,435
-172,272
2227
$2.53M ﹤0.01%
168,034
+2,903
2228
$2.52M ﹤0.01%
41,063
+1,525
2229
$2.52M ﹤0.01%
117,274
-44,309
2230
$2.52M ﹤0.01%
69,016
+3,239
2231
$2.52M ﹤0.01%
+25,000
2232
$2.51M ﹤0.01%
66,356
-1,237
2233
$2.51M ﹤0.01%
147,959
+11,160
2234
$2.51M ﹤0.01%
268,233
-53,669
2235
$2.51M ﹤0.01%
68,961
-824
2236
$2.5M ﹤0.01%
14,599
-172,340
2237
$2.5M ﹤0.01%
43,051
-10,748
2238
$2.5M ﹤0.01%
14,151
+643
2239
$2.5M ﹤0.01%
65,317
-22,246
2240
$2.49M ﹤0.01%
166,580
+5,484
2241
$2.47M ﹤0.01%
119,832
-18,725
2242
$2.47M ﹤0.01%
51,324
+17,702
2243
$2.46M ﹤0.01%
277,334
+62,009
2244
$2.46M ﹤0.01%
38,652
+23,706
2245
$2.46M ﹤0.01%
92,668
+26,830
2246
$2.45M ﹤0.01%
146,320
+41,785
2247
$2.44M ﹤0.01%
132,899
-3,777
2248
$2.44M ﹤0.01%
185,805
-11,655
2249
$2.44M ﹤0.01%
39,743
-6,286
2250
$2.43M ﹤0.01%
198,448
-33,178