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
2426
$1.89M ﹤0.01%
170,341
+151,602
2427
$1.89M ﹤0.01%
132,520
-30,518
2428
$1.89M ﹤0.01%
68,201
-5,508
2429
$1.89M ﹤0.01%
370,922
+38,822
2430
$1.88M ﹤0.01%
81,304
-8,509
2431
$1.88M ﹤0.01%
329,264
-106,892
2432
$1.87M ﹤0.01%
106,052
-763
2433
$1.86M ﹤0.01%
387,371
+86,387
2434
$1.85M ﹤0.01%
30,607
-2,667
2435
$1.85M ﹤0.01%
23,578
-138,252
2436
$1.85M ﹤0.01%
151,318
-19,456
2437
$1.84M ﹤0.01%
220,422
-164,699
2438
$1.84M ﹤0.01%
76,692
-7,007
2439
$1.84M ﹤0.01%
149,448
+107,930
2440
$1.84M ﹤0.01%
133,540
-19,151
2441
$1.84M ﹤0.01%
472,211
-46,487
2442
$1.81M ﹤0.01%
170,395
-10,097
2443
$1.81M ﹤0.01%
329,415
-2,666,317
2444
$1.79M ﹤0.01%
31,136
+155
2445
$1.79M ﹤0.01%
153,285
-31,152
2446
$1.79M ﹤0.01%
411,159
-108,166
2447
$1.79M ﹤0.01%
145,154
-42,519
2448
$1.78M ﹤0.01%
579,434
-90,948
2449
$1.78M ﹤0.01%
85,585
+54,529
2450
$1.78M ﹤0.01%
113,257
-14,879