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
2426
$2.08M ﹤0.01%
562,681
+467,457
2427
$2.08M ﹤0.01%
767,889
-3,267
2428
$2.08M ﹤0.01%
119,975
-2,745
2429
$2.08M ﹤0.01%
160,259
-13,908
2430
$2.08M ﹤0.01%
58,918
-11,497
2431
$2.07M ﹤0.01%
192,171
-12,335
2432
$2.07M ﹤0.01%
72,457
-25,310
2433
$2.06M ﹤0.01%
34,885
+4,960
2434
$2.06M ﹤0.01%
804,235
+13,037
2435
$2.06M ﹤0.01%
28,552
-692
2436
$2.06M ﹤0.01%
6,836
+1,077
2437
$2.05M ﹤0.01%
68,926
-3,338
2438
$2.05M ﹤0.01%
46,642
+24,066
2439
$2.05M ﹤0.01%
130,475
-3,738
2440
$2.04M ﹤0.01%
379,933
-76,618
2441
$2.04M ﹤0.01%
36,133
+5,735
2442
$2.04M ﹤0.01%
214,223
+4,264
2443
$2.03M ﹤0.01%
149,336
+53,799
2444
$2.02M ﹤0.01%
164,369
-15,372
2445
$2.02M ﹤0.01%
5,042
-1,236
2446
$2.02M ﹤0.01%
57,677
+35,013
2447
$2.02M ﹤0.01%
41,063
-4,318
2448
$2.01M ﹤0.01%
168,089
-14,974
2449
$2.01M ﹤0.01%
233,419
+102,780
2450
$2.01M ﹤0.01%
139,163
+122,513