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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$2.4M ﹤0.01%
+55,140
2227
$2.39M ﹤0.01%
176,364
+6,846
2228
$2.39M ﹤0.01%
43,608
-815,618
2229
$2.39M ﹤0.01%
66,854
-9,768
2230
$2.39M ﹤0.01%
135,096
-2,848
2231
$2.38M ﹤0.01%
279,044
-16,943
2232
$2.38M ﹤0.01%
32,002
-1,463
2233
$2.38M ﹤0.01%
+66,393
2234
$2.38M ﹤0.01%
157,096
-34,895
2235
$2.38M ﹤0.01%
5,109
+2,579
2236
$2.37M ﹤0.01%
185,899
+71,805
2237
$2.36M ﹤0.01%
234,327
+97,536
2238
$2.36M ﹤0.01%
98,231
+52,132
2239
$2.35M ﹤0.01%
1,028,923
-104,512
2240
$2.34M ﹤0.01%
74,763
-3,077
2241
$2.33M ﹤0.01%
47,034
+15,565
2242
$2.33M ﹤0.01%
653,447
+253,685
2243
$2.33M ﹤0.01%
165,800
-780
2244
$2.33M ﹤0.01%
95,609
+1,175
2245
$2.31M ﹤0.01%
60,386
-28,657
2246
$2.3M ﹤0.01%
63,152
+3,202
2247
$2.3M ﹤0.01%
100,849
+13,860
2248
$2.29M ﹤0.01%
134,659
+8,895
2249
$2.29M ﹤0.01%
314,986
-2,845,406
2250
$2.29M ﹤0.01%
149,171
+34,614