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
2276
$2.59M ﹤0.01%
334,351
+24,693
2277
$2.59M ﹤0.01%
544,772
+68,912
2278
$2.58M ﹤0.01%
478,184
+7,295
2279
$2.58M ﹤0.01%
82,650
+5,858
2280
$2.57M ﹤0.01%
85,189
-12,158
2281
$2.57M ﹤0.01%
216,466
-2,172,847
2282
$2.56M ﹤0.01%
83,080
-7,817
2283
$2.56M ﹤0.01%
217,374
+42,081
2284
$2.56M ﹤0.01%
608,338
+563,766
2285
$2.56M ﹤0.01%
1,216,450
2286
$2.56M ﹤0.01%
267,393
+213,025
2287
$2.54M ﹤0.01%
117,682
-8,377
2288
$2.54M ﹤0.01%
158,466
-714,892
2289
$2.54M ﹤0.01%
107,558
-372,887
2290
$2.52M ﹤0.01%
141,326
-48,079
2291
$2.51M ﹤0.01%
392,984
-260,153
2292
$2.5M ﹤0.01%
24,160
-397,104
2293
$2.5M ﹤0.01%
179,224
-39,319
2294
$2.5M ﹤0.01%
691,629
-37,971
2295
$2.49M ﹤0.01%
125,690
-27,244
2296
$2.49M ﹤0.01%
261,187
+140,596
2297
$2.49M ﹤0.01%
+10,000
2298
$2.48M ﹤0.01%
76,817
-189,279
2299
$2.48M ﹤0.01%
123,737
+15,400
2300
$2.47M ﹤0.01%
232,125
-84,600