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
2301
$2.53M ﹤0.01%
16,394
+6,469
2302
$2.53M ﹤0.01%
48,210
-57,365
2303
$2.53M ﹤0.01%
71,353
-12,328
2304
$2.52M ﹤0.01%
122,019
-1,207,166
2305
$2.52M ﹤0.01%
40,387
-42,254
2306
$2.51M ﹤0.01%
1,132,046
-485,459
2307
$2.51M ﹤0.01%
41,163
+24,773
2308
$2.51M ﹤0.01%
171,633
-3,251
2309
$2.5M ﹤0.01%
100,552
+14,047
2310
$2.5M ﹤0.01%
125,495
+10,635
2311
$2.5M ﹤0.01%
308,191
+48,156
2312
$2.49M ﹤0.01%
24,221
+1,297
2313
$2.49M ﹤0.01%
1,801,307
-445,909
2314
$2.48M ﹤0.01%
148,571
-110,984
2315
$2.48M ﹤0.01%
218,926
+66,906
2316
$2.48M ﹤0.01%
110,867
+48,391
2317
$2.48M ﹤0.01%
21,994
+5,211
2318
$2.48M ﹤0.01%
89,544
+18,853
2319
$2.46M ﹤0.01%
605,011
-10,871
2320
$2.46M ﹤0.01%
118,880
+20,519
2321
$2.46M ﹤0.01%
+17,263
2322
$2.46M ﹤0.01%
178,156
-308,334
2323
$2.46M ﹤0.01%
12,686
-1,713
2324
$2.46M ﹤0.01%
60,976
-2,690
2325
$2.45M ﹤0.01%
202,548
+114,428