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
$254B
AUM Growth
+$7.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,219
New
Increased
Reduced
Closed

Top Buys

1 +$371M
2 +$285M
3 +$262M
4
XOM icon
Exxon Mobil
XOM
+$250M
5
MA icon
Mastercard
MA
+$190M

Top Sells

1 +$765M
2 +$663M
3 +$471M
4
HAL icon
Halliburton
HAL
+$348M
5
AMGN icon
Amgen
AMGN
+$319M

Sector Composition

1 Technology 16.63%
2 Healthcare 12.02%
3 Financials 11.81%
4 Communication Services 9.16%
5 Real Estate 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$1.99M ﹤0.01%
36,788
-11,982
2377
$1.99M ﹤0.01%
86,989
+15,551
2378
$1.99M ﹤0.01%
79,006
-15,955
2379
$1.99M ﹤0.01%
+114,094
2380
$1.98M ﹤0.01%
316,216
-40,132
2381
$1.98M ﹤0.01%
43,786
+903
2382
$1.98M ﹤0.01%
348,217
-8,926
2383
$1.98M ﹤0.01%
52,139
+790
2384
$1.98M ﹤0.01%
+48,800
2385
0
2386
$1.97M ﹤0.01%
121,566
-36,389
2387
$1.97M ﹤0.01%
23,841
+674
2388
$1.97M ﹤0.01%
29,472
-67,011
2389
$1.96M ﹤0.01%
114,557
-155,514
2390
$1.96M ﹤0.01%
106,358
-2,157
2391
$1.96M ﹤0.01%
80,327
+1,820
2392
$1.95M ﹤0.01%
72,053
+698
2393
$1.94M ﹤0.01%
313,424
+181,816
2394
$1.94M ﹤0.01%
45,517
-14,871
2395
$1.94M ﹤0.01%
61,370
-150,166
2396
$1.93M ﹤0.01%
44,870
-70,634
2397
$1.93M ﹤0.01%
33,668
-5,920
2398
$1.93M ﹤0.01%
168,540
+2,103
2399
$1.93M ﹤0.01%
74,593
+73,993
2400
$1.92M ﹤0.01%
28,883
-98