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
$388B
AUM Growth
+$92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,827
New
Increased
Reduced
Closed

Top Buys

1 +$3.75B
2 +$1.81B
3 +$1.73B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.39B

Top Sells

1 +$588M
2 +$145M
3 +$145M
4
OXY icon
Occidental Petroleum
OXY
+$145M
5
EXR icon
Extra Space Storage
EXR
+$144M

Sector Composition

1 Technology 18.96%
2 Financials 13.12%
3 Consumer Discretionary 12.96%
4 Healthcare 10.95%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.74M ﹤0.01%
+374,550
2452
$2.73M ﹤0.01%
433,919
-38,406
2453
$2.73M ﹤0.01%
94,080
+231
2454
$2.73M ﹤0.01%
113,736
+2,334
2455
$2.72M ﹤0.01%
69,475
+3,949
2456
$2.72M ﹤0.01%
35,887
-5,309
2457
0
2458
$2.69M ﹤0.01%
99,960
-178
2459
$2.68M ﹤0.01%
1,001,515
-555,363
2460
$2.68M ﹤0.01%
177,845
+47,091
2461
$2.68M ﹤0.01%
942,591
+263,801
2462
$2.68M ﹤0.01%
65,976
-4,712
2463
$2.68M ﹤0.01%
1,200,000
2464
$2.67M ﹤0.01%
24,889
+6,120
2465
$2.67M ﹤0.01%
204,038
-2,676
2466
$2.67M ﹤0.01%
408,235
-21,377
2467
$2.66M ﹤0.01%
288,539
+11,451
2468
$2.66M ﹤0.01%
74,035
-6,117
2469
$2.65M ﹤0.01%
162,984
-99,498
2470
$2.65M ﹤0.01%
276,508
-82,097
2471
$2.64M ﹤0.01%
381,862
-164,353
2472
$2.64M ﹤0.01%
302,986
+111,027
2473
$2.63M ﹤0.01%
1,406,550
-35,069
2474
$2.63M ﹤0.01%
80,832
+2,314
2475
$2.62M ﹤0.01%
28,070
-11,648