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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$570M
3 +$354M
4
VALE icon
Vale
VALE
+$342M
5
LLY icon
Eli Lilly
LLY
+$322M

Top Sells

1 +$782M
2 +$540M
3 +$466M
4
CPRI icon
Capri Holdings
CPRI
+$376M
5
MSFT icon
Microsoft
MSFT
+$316M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.9M ﹤0.01%
46,629
+6,182
2577
$1.9M ﹤0.01%
105,165
+15,258
2578
$1.9M ﹤0.01%
134,064
+6,658
2579
$1.89M ﹤0.01%
65,891
+29,384
2580
$1.88M ﹤0.01%
636,229
-86,878
2581
$1.86M ﹤0.01%
8,155
-15,595
2582
$1.86M ﹤0.01%
43,073
+1,198
2583
$1.85M ﹤0.01%
21,190
+6,524
2584
$1.85M ﹤0.01%
150,085
+17,394
2585
$1.83M ﹤0.01%
58,485
-147,555
2586
$1.82M ﹤0.01%
136,131
-15,555
2587
$1.82M ﹤0.01%
122,312
-58,877
2588
$1.82M ﹤0.01%
60,480
-83,980
2589
$1.81M ﹤0.01%
161,825
-26,057
2590
$1.81M ﹤0.01%
91,610
+2,808
2591
$1.81M ﹤0.01%
52,262
+2,689
2592
$1.8M ﹤0.01%
149,732
-50,501
2593
$1.8M ﹤0.01%
44,476
+4,558
2594
$1.8M ﹤0.01%
385,951
-94,126
2595
$1.8M ﹤0.01%
266,716
-34,471
2596
$1.8M ﹤0.01%
173,254
+21,634
2597
$1.79M ﹤0.01%
21,608
-4,575
2598
$1.79M ﹤0.01%
329,864
+276,287
2599
$1.77M ﹤0.01%
214,824
+30,388
2600
$1.77M ﹤0.01%
129,394
-25,937