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
$259B
AUM Growth
+$8.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,257
New
Increased
Reduced
Closed

Top Buys

1 +$4.3B
2 +$599M
3 +$361M
4
AAL icon
American Airlines Group
AAL
+$349M
5
DVN icon
Devon Energy
DVN
+$318M

Top Sells

1 +$859M
2 +$564M
3 +$519M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$509M
5
MSFT icon
Microsoft
MSFT
+$398M

Sector Composition

1 Technology 16.27%
2 Healthcare 12.53%
3 Financials 12.49%
4 Real Estate 9.28%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$2.01M ﹤0.01%
78,557
-10,423
2327
$2.01M ﹤0.01%
98,069
+49,352
2328
$2.01M ﹤0.01%
945,995
-82,928
2329
$2.01M ﹤0.01%
137,920
+8,402
2330
$2M ﹤0.01%
304,504
-80,844
2331
$2M ﹤0.01%
35,934
+480
2332
$2M ﹤0.01%
143,606
-23,124
2333
$2M ﹤0.01%
209,336
-85,089
2334
$2M ﹤0.01%
58,516
+4,103
2335
$1.99M ﹤0.01%
108,247
-65,747
2336
$1.99M ﹤0.01%
17,346
-5,852
2337
$1.99M ﹤0.01%
49,591
-7,414
2338
$1.99M ﹤0.01%
59,335
+4,905
2339
$1.98M ﹤0.01%
130,310
+21,420
2340
$1.98M ﹤0.01%
96,355
+27,816
2341
$1.98M ﹤0.01%
232,482
+43,320
2342
$1.98M ﹤0.01%
100,529
+6,125
2343
$1.98M ﹤0.01%
5,941
-2,597
2344
$1.98M ﹤0.01%
82,926
+368
2345
$1.97M ﹤0.01%
37,513
+787
2346
$1.97M ﹤0.01%
71,583
+17,744
2347
$1.96M ﹤0.01%
19,609
+17,624
2348
$1.96M ﹤0.01%
88,356
+1,769
2349
$1.96M ﹤0.01%
126,593
-7,086
2350
$1.95M ﹤0.01%
108,658
+6,083