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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$1.8M ﹤0.01%
108,601
+587
2377
$1.79M ﹤0.01%
167,620
-2,265
2378
$1.79M ﹤0.01%
244,917
-152,723
2379
$1.79M ﹤0.01%
158,972
+4,886
2380
$1.79M ﹤0.01%
142,547
+50,868
2381
$1.78M ﹤0.01%
77,454
-41,233
2382
$1.78M ﹤0.01%
745,152
+28,465
2383
$1.78M ﹤0.01%
173,137
+7,586
2384
$1.78M ﹤0.01%
94,739
-1,474
2385
$1.77M ﹤0.01%
35,088
+7,949
2386
$1.76M ﹤0.01%
276,375
+66,815
2387
$1.76M ﹤0.01%
1,189,030
-63,849
2388
$1.76M ﹤0.01%
218,570
-285
2389
$1.75M ﹤0.01%
130,427
+13,617
2390
$1.75M ﹤0.01%
2,454,399
+1,439,492
2391
$1.75M ﹤0.01%
459,930
-20,251
2392
$1.75M ﹤0.01%
2,933
-7,523
2393
$1.75M ﹤0.01%
404,064
+121,375
2394
$1.74M ﹤0.01%
247,414
+10,173
2395
$1.74M ﹤0.01%
139,263
+3,259
2396
$1.74M ﹤0.01%
128,446
-7,350
2397
$1.74M ﹤0.01%
42,944
-3,659
2398
$1.73M ﹤0.01%
91,756
-105,671
2399
$1.72M ﹤0.01%
71,942
+13,470
2400
$1.72M ﹤0.01%
125,252
+47,985