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
2576
$1.67M ﹤0.01%
72,144
-4,583
2577
$1.67M ﹤0.01%
140,422
+60,794
2578
$1.67M ﹤0.01%
30,041
+2,897
2579
$1.67M ﹤0.01%
35,400
-70,000
2580
$1.67M ﹤0.01%
80,296
-9,584
2581
$1.66M ﹤0.01%
52,347
+43
2582
$1.66M ﹤0.01%
119,184
+63,094
2583
$1.66M ﹤0.01%
61,348
-6,387
2584
$1.66M ﹤0.01%
226,775
+27,225
2585
$1.66M ﹤0.01%
72,890
+15,116
2586
$1.66M ﹤0.01%
118,358
+11,647
2587
$1.65M ﹤0.01%
155,505
-56,801
2588
$1.65M ﹤0.01%
82,500
-42,309
2589
$1.65M ﹤0.01%
46,020
+13,489
2590
$1.65M ﹤0.01%
182,952
+9,467
2591
$1.64M ﹤0.01%
49,447
-945,901
2592
$1.64M ﹤0.01%
206,388
+7,501
2593
$1.64M ﹤0.01%
55,016
-8,036
2594
$1.64M ﹤0.01%
27,610
-233
2595
$1.63M ﹤0.01%
+161,281
2596
$1.62M ﹤0.01%
93,060
-3,075
2597
$1.62M ﹤0.01%
58,816
-3,160
2598
0
2599
$1.61M ﹤0.01%
64,340
-10,534
2600
$1.61M ﹤0.01%
142,434
-58,604