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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$2.67M ﹤0.01%
156,578
-299,301
2277
$2.66M ﹤0.01%
80,548
+43,955
2278
$2.66M ﹤0.01%
175,818
+3,462
2279
$2.65M ﹤0.01%
136,353
-145,693
2280
$2.65M ﹤0.01%
109,423
+38,183
2281
$2.64M ﹤0.01%
101,570
+42,113
2282
$2.64M ﹤0.01%
267,009
+35,882
2283
$2.64M ﹤0.01%
88,863
-11,334
2284
$2.64M ﹤0.01%
376,670
+2,727
2285
$2.63M ﹤0.01%
672,320
+21,238
2286
$2.63M ﹤0.01%
96,682
+12,831
2287
$2.63M ﹤0.01%
60,703
+21,632
2288
$2.63M ﹤0.01%
125,656
+4,747
2289
$2.63M ﹤0.01%
132,324
-1,497
2290
$2.62M ﹤0.01%
76,540
-48,127
2291
$2.62M ﹤0.01%
42,569
+5,470
2292
$2.61M ﹤0.01%
68,734
+39,790
2293
$2.61M ﹤0.01%
92,596
-24,143
2294
$2.61M ﹤0.01%
42,426
-12,104
2295
$2.61M ﹤0.01%
780,772
+82,006
2296
$2.6M ﹤0.01%
25,478
-29,752
2297
$2.6M ﹤0.01%
297,235
+93,989
2298
$2.6M ﹤0.01%
154,490
-11,731
2299
$2.6M ﹤0.01%
174,678
-44,062
2300
$2.6M ﹤0.01%
160,380
-380,278