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
2226
$2.81M ﹤0.01%
275,930
+93,600
2227
$2.81M ﹤0.01%
224,268
-38,128
2228
$2.81M ﹤0.01%
122,378
+3,395
2229
$2.8M ﹤0.01%
189,037
+30,065
2230
$2.8M ﹤0.01%
2,313,697
-166,229
2231
$2.8M ﹤0.01%
133,696
-5,708
2232
$2.79M ﹤0.01%
947,280
2233
$2.77M ﹤0.01%
402,687
-19,294
2234
$2.77M ﹤0.01%
382,820
+93,123
2235
$2.77M ﹤0.01%
224,401
+16,396
2236
$2.76M ﹤0.01%
45,282
+2,460
2237
$2.75M ﹤0.01%
220,477
+10,965
2238
$2.75M ﹤0.01%
184,303
+140,231
2239
$2.75M ﹤0.01%
260,671
-2,225,409
2240
$2.74M ﹤0.01%
196,622
+42,498
2241
$2.74M ﹤0.01%
293,160
+44,035
2242
$2.74M ﹤0.01%
60,967
-2,152
2243
$2.73M ﹤0.01%
43,451
-170,624
2244
$2.73M ﹤0.01%
728,481
+163,592
2245
$2.73M ﹤0.01%
147,065
-13,729
2246
$2.72M ﹤0.01%
175,574
-224,356
2247
$2.71M ﹤0.01%
255,105
-75,947
2248
$2.71M ﹤0.01%
387,415
-1,832,272
2249
$2.71M ﹤0.01%
369,656
-64,773
2250
$2.7M ﹤0.01%
1,056,243
+14,486