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
$261B
AUM Growth
-$56.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$227M
3 +$212M
4
AMD icon
Advanced Micro Devices
AMD
+$205M
5
MRO
Marathon Oil Corporation
MRO
+$202M

Top Sells

1 +$782M
2 +$691M
3 +$616M
4
MSFT icon
Microsoft
MSFT
+$429M
5
META icon
Meta Platforms (Facebook)
META
+$353M

Sector Composition

1 Technology 18.77%
2 Financials 13.28%
3 Healthcare 12.16%
4 Consumer Discretionary 11.5%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$2.17M ﹤0.01%
+271,876
2402
$2.17M ﹤0.01%
68,756
+6,843
2403
$2.17M ﹤0.01%
128,950
-8,034
2404
$2.16M ﹤0.01%
163,161
-21,530
2405
$2.16M ﹤0.01%
188,195
-39,240
2406
$2.16M ﹤0.01%
242,328
+2,752
2407
$2.16M ﹤0.01%
59,975
-58,322
2408
$2.15M ﹤0.01%
270,917
-16,890
2409
$2.15M ﹤0.01%
26,523
-2,022
2410
$2.15M ﹤0.01%
155,220
-22,220
2411
$2.15M ﹤0.01%
66,884
+58,297
2412
$2.15M ﹤0.01%
127,970
+18,235
2413
$2.13M ﹤0.01%
115,734
-4,025
2414
$2.13M ﹤0.01%
311,234
-42,341
2415
$2.12M ﹤0.01%
199,291
+114,309
2416
$2.12M ﹤0.01%
27,604
+4,482
2417
$2.12M ﹤0.01%
99,739
+6,302
2418
$2.12M ﹤0.01%
92,794
+11,906
2419
$2.11M ﹤0.01%
19,245
+2,515
2420
$2.1M ﹤0.01%
155,254
-46,998
2421
$2.1M ﹤0.01%
240,160
+33,553
2422
$2.1M ﹤0.01%
114,506
+123
2423
$2.09M ﹤0.01%
97,043
+6,585
2424
$2.09M ﹤0.01%
210,719
+56,377
2425
$2.09M ﹤0.01%
58,263
-4,044