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
2401
$1.98M ﹤0.01%
110,183
-347,222
2402
$1.98M ﹤0.01%
1,812,520
-273,483
2403
$1.97M ﹤0.01%
44,674
-1,777
2404
$1.96M ﹤0.01%
36,281
-2,801
2405
$1.96M ﹤0.01%
66,093
-12,226
2406
$1.96M ﹤0.01%
90,545
-4,194
2407
$1.96M ﹤0.01%
191,721
+25,240
2408
$1.95M ﹤0.01%
63,995
-6,880
2409
$1.95M ﹤0.01%
105,790
-24,044
2410
$1.95M ﹤0.01%
94,672
-4,230
2411
$1.95M ﹤0.01%
53,093
+6,316
2412
$1.94M ﹤0.01%
129,796
-30,983
2413
$1.93M ﹤0.01%
112,161
-11,728
2414
$1.93M ﹤0.01%
109,450
-4,552
2415
$1.93M ﹤0.01%
21,999
+12,347
2416
$1.93M ﹤0.01%
25,217
-9,070
2417
$1.92M ﹤0.01%
64,937
-7,005
2418
$1.92M ﹤0.01%
80,223
-11,251
2419
$1.91M ﹤0.01%
222,550
+139,504
2420
$1.91M ﹤0.01%
209,232
+48,285
2421
$1.9M ﹤0.01%
234,256
+37,811
2422
$1.9M ﹤0.01%
374,047
+83,319
2423
$1.9M ﹤0.01%
148,255
-7,704
2424
$1.9M ﹤0.01%
204,350
-538,480
2425
$1.89M ﹤0.01%
131,100
-1,980