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
2551
$1.73M ﹤0.01%
77,284
+14,763
2552
$1.73M ﹤0.01%
164,061
+13,124
2553
$1.72M ﹤0.01%
176,211
-1,171
2554
$1.72M ﹤0.01%
25,329
-4,128
2555
$1.72M ﹤0.01%
115,338
+3,901
2556
$1.72M ﹤0.01%
78,793
-5,747
2557
$1.72M ﹤0.01%
+90,100
2558
$1.71M ﹤0.01%
59,940
-1,528
2559
$1.71M ﹤0.01%
168,864
+11,694
2560
$1.71M ﹤0.01%
12,610
-115
2561
$1.71M ﹤0.01%
35,431
+347
2562
$1.71M ﹤0.01%
39,692
+9,624
2563
$1.69M ﹤0.01%
71,602
-672
2564
$1.69M ﹤0.01%
41,650
-12,594
2565
$1.69M ﹤0.01%
98,606
-4,704
2566
$1.69M ﹤0.01%
198,070
+82,788
2567
$1.69M ﹤0.01%
35,831
-4,210
2568
$1.69M ﹤0.01%
203,937
+10,758
2569
$1.68M ﹤0.01%
410,733
+72,110
2570
$1.68M ﹤0.01%
498,778
+5,718
2571
$1.68M ﹤0.01%
105,878
-2,611
2572
$1.68M ﹤0.01%
35,041
-9,024
2573
$1.67M ﹤0.01%
112,653
-16,552
2574
$1.67M ﹤0.01%
21,943
-1,229
2575
$1.67M ﹤0.01%
44,450
+8,139