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
$305B
AUM Growth
+$7.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$322M
3 +$313M
4
KEY icon
KeyCorp
KEY
+$232M
5
OXY icon
Occidental Petroleum
OXY
+$228M

Top Sells

1 +$365M
2 +$350M
3 +$328M
4
LLTC
Linear Technology Corp
LLTC
+$311M
5
NXPI icon
NXP Semiconductors
NXPI
+$284M

Sector Composition

1 Technology 13.67%
2 Financials 12.6%
3 Healthcare 9.73%
4 Communication Services 8.27%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$2.83M ﹤0.01%
132,088
-33,538
2227
$2.82M ﹤0.01%
154,679
-34,551
2228
$2.82M ﹤0.01%
601,565
+51,910
2229
$2.82M ﹤0.01%
152,968
-336,443
2230
$2.81M ﹤0.01%
155,217
-44,778
2231
$2.81M ﹤0.01%
82,774
+2,106
2232
$2.81M ﹤0.01%
223,607
-88,645
2233
$2.81M ﹤0.01%
314,118
+28,030
2234
$2.81M ﹤0.01%
72,449
+9,033
2235
$2.81M ﹤0.01%
344,265
-289,358
2236
$2.8M ﹤0.01%
103,643
-5,574,522
2237
$2.79M ﹤0.01%
301,833
-4,889
2238
$2.79M ﹤0.01%
179,641
+4,565
2239
$2.79M ﹤0.01%
69,027
+15,171
2240
$2.79M ﹤0.01%
320,573
-269,915
2241
$2.79M ﹤0.01%
22,264
+3,830
2242
$2.78M ﹤0.01%
162,114
-24,029
2243
$2.78M ﹤0.01%
122,841
+36,081
2244
$2.77M ﹤0.01%
173,882
+56,911
2245
$2.77M ﹤0.01%
167,960
+43,210
2246
$2.77M ﹤0.01%
84,008
+31,071
2247
$2.77M ﹤0.01%
181,407
-45,737
2248
$2.76M ﹤0.01%
32,239
-21,900
2249
$2.76M ﹤0.01%
51,437
+35,664
2250
$2.75M ﹤0.01%
122,531
+25,586