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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.58M ﹤0.01%
398,541
-65,433
2477
$3.58M ﹤0.01%
166,136
-308,931
2478
$3.58M ﹤0.01%
313,769
+89,618
2479
$3.57M ﹤0.01%
44,174
-9,652
2480
$3.56M ﹤0.01%
162,615
+14,197
2481
$3.55M ﹤0.01%
+391,750
2482
$3.53M ﹤0.01%
92,790
-3,459
2483
$3.52M ﹤0.01%
76,926
+3,996
2484
$3.52M ﹤0.01%
419,881
+16,945
2485
$3.52M ﹤0.01%
178,329
+199
2486
$3.52M ﹤0.01%
99,177
+4,155
2487
$3.52M ﹤0.01%
142,862
+7,908
2488
$3.5M ﹤0.01%
272,647
-37,837
2489
$3.5M ﹤0.01%
49,161
+21,151
2490
$3.49M ﹤0.01%
159,257
-3,443
2491
$3.49M ﹤0.01%
358,525
+135,699
2492
$3.48M ﹤0.01%
356,365
+271,727
2493
$3.48M ﹤0.01%
329,304
-9,271
2494
$3.44M ﹤0.01%
18,793
-1,825
2495
$3.42M ﹤0.01%
249,811
+20,447
2496
$3.39M ﹤0.01%
121,553
+87,450
2497
$3.39M ﹤0.01%
163,676
+24,919
2498
$3.35M ﹤0.01%
55,736
+2,782
2499
$3.34M ﹤0.01%
154,109
-23,158
2500
$3.34M ﹤0.01%
182,584
+51,008