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
2376
$2.12M ﹤0.01%
108,007
-20,584
2377
$2.12M ﹤0.01%
168,556
+41,376
2378
$2.12M ﹤0.01%
85,363
-14,660
2379
$2.12M ﹤0.01%
26,624
-123,083
2380
$2.11M ﹤0.01%
175,218
-7,882
2381
$2.11M ﹤0.01%
272,136
-67,913
2382
$2.11M ﹤0.01%
2,667
-266
2383
$2.1M ﹤0.01%
333,672
+5,428
2384
$2.1M ﹤0.01%
13,722
-1,867
2385
$2.08M ﹤0.01%
129,218
-1,209
2386
$2.08M ﹤0.01%
177,190
-28,675
2387
$2.08M ﹤0.01%
83,458
-27,390
2388
$2.07M ﹤0.01%
224,735
-13,162
2389
$2.06M ﹤0.01%
25,406
-12,389
2390
$2.05M ﹤0.01%
1,486,356
+27,342
2391
$2.05M ﹤0.01%
96,360
+13
2392
$2.04M ﹤0.01%
55,041
-31,120
2393
$2.04M ﹤0.01%
139,756
-10,338
2394
$2.04M ﹤0.01%
74,009
-3,445
2395
$2.04M ﹤0.01%
150,655
-11,513
2396
$2.04M ﹤0.01%
157,268
-952,508
2397
$2.02M ﹤0.01%
175,163
-27,058
2398
$2.01M ﹤0.01%
207,256
-9,463
2399
$2.01M ﹤0.01%
40,784
-7,076
2400
$2.01M ﹤0.01%
63,171
+8,753