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
2301
$2.47M ﹤0.01%
57,710
-233,735
2302
$2.47M ﹤0.01%
83,279
-769,403
2303
$2.47M ﹤0.01%
85,671
-18,060
2304
$2.46M ﹤0.01%
79,941
+15,966
2305
$2.46M ﹤0.01%
60,757
+28,045
2306
$2.46M ﹤0.01%
+229,659
2307
$2.45M ﹤0.01%
267,315
+146,746
2308
$2.45M ﹤0.01%
725,176
-7,949
2309
$2.45M ﹤0.01%
160,760
+8,009
2310
$2.44M ﹤0.01%
204,739
-78,053
2311
$2.44M ﹤0.01%
145,671
-54,338
2312
$2.44M ﹤0.01%
153,236
-27,575
2313
$2.44M ﹤0.01%
375,961
+161,660
2314
$2.44M ﹤0.01%
888,529
-1,245,496
2315
$2.42M ﹤0.01%
70,642
-4,138
2316
$2.42M ﹤0.01%
33,557
+9,088
2317
$2.38M ﹤0.01%
287,498
+12,451
2318
$2.38M ﹤0.01%
+192,876
2319
$2.37M ﹤0.01%
498,793
-119,439
2320
$2.37M ﹤0.01%
165,200
-805,272
2321
$2.36M ﹤0.01%
102,559
-15,470
2322
$2.36M ﹤0.01%
163,391
-939,796
2323
$2.35M ﹤0.01%
327,994
-1,985,929
2324
$2.35M ﹤0.01%
154,525
-40,632
2325
$2.35M ﹤0.01%
329,022
-761,907