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
$250B
AUM Growth
-$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,217
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$234M
3 +$211M
4
GSK icon
GSK
GSK
+$160M
5
HAL icon
Halliburton
HAL
+$158M

Top Sells

1 +$688M
2 +$417M
3 +$321M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$292M
5
SLB icon
SLB Ltd
SLB
+$264M

Sector Composition

1 Technology 16.82%
2 Healthcare 12.63%
3 Financials 12.08%
4 Communication Services 9.06%
5 Real Estate 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$1.93M ﹤0.01%
53,907
+4,497
2352
$1.93M ﹤0.01%
78,258
-14,410
2353
$1.93M ﹤0.01%
35,228
-1,750
2354
$1.92M ﹤0.01%
43,656
+31,916
2355
$1.91M ﹤0.01%
75,865
+2,274
2356
$1.9M ﹤0.01%
198,285
-29,830
2357
$1.9M ﹤0.01%
50,333
-3,440
2358
$1.9M ﹤0.01%
37,878
+10,824
2359
$1.9M ﹤0.01%
57,165
+1,683
2360
$1.89M ﹤0.01%
253,561
+112,441
2361
$1.89M ﹤0.01%
137,306
-90,032
2362
$1.89M ﹤0.01%
81,005
-6,156
2363
$1.89M ﹤0.01%
305,192
-19,362
2364
$1.89M ﹤0.01%
147,346
-5,561
2365
$1.88M ﹤0.01%
+37,530
2366
$1.87M ﹤0.01%
131,983
+7,897
2367
$1.86M ﹤0.01%
45,727
-6,664
2368
$1.86M ﹤0.01%
28,005
-878
2369
$1.86M ﹤0.01%
40,761
+7,078
2370
$1.86M ﹤0.01%
9,833
-400
2371
$1.85M ﹤0.01%
145,671
-10,768
2372
$1.85M ﹤0.01%
171,838
-33,987
2373
$1.85M ﹤0.01%
61,408
+1,540
2374
$1.84M ﹤0.01%
186,997
+10,286
2375
$1.84M ﹤0.01%
51,575
-1,429