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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.84M ﹤0.01%
141,685
-1,337
2502
$1.84M ﹤0.01%
99,694
+170
2503
$1.84M ﹤0.01%
167,344
+13,914
2504
$1.84M ﹤0.01%
68,240
+4
2505
$1.84M ﹤0.01%
93,988
+47,517
2506
$1.84M ﹤0.01%
68,611
+10,481
2507
$1.83M ﹤0.01%
49,965
-97,880
2508
$1.83M ﹤0.01%
43,888
-119,534
2509
$1.83M ﹤0.01%
157,940
+15,722
2510
$1.83M ﹤0.01%
35,026
+2,608
2511
$1.83M ﹤0.01%
119,993
-10,894
2512
$1.83M ﹤0.01%
40,299
-22,269
2513
$1.82M ﹤0.01%
71,736
+7,151
2514
$1.82M ﹤0.01%
357,352
+12,096
2515
$1.82M ﹤0.01%
82,197
+17,972
2516
$1.82M ﹤0.01%
175,896
-2,004
2517
$1.81M ﹤0.01%
37,884
+6,930
2518
$1.81M ﹤0.01%
476,772
-16,679
2519
$1.81M ﹤0.01%
46,566
+6,398
2520
$1.81M ﹤0.01%
58,630
-37,561
2521
$1.8M ﹤0.01%
119,462
+66,365
2522
$1.8M ﹤0.01%
50,502
-261,623
2523
$1.79M ﹤0.01%
178,754
-13,656
2524
$1.79M ﹤0.01%
48,728
+3,031
2525
$1.79M ﹤0.01%
15,939
+3,570