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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.87M ﹤0.01%
188,125
+17,313
2577
$1.87M ﹤0.01%
116,389
-4,403
2578
$1.86M ﹤0.01%
125,539
-9,165
2579
$1.86M ﹤0.01%
43,082
+3,743
2580
$1.86M ﹤0.01%
201,100
+79,538
2581
$1.86M ﹤0.01%
191,843
-136,645
2582
$1.85M ﹤0.01%
370,980
-10,549
2583
$1.85M ﹤0.01%
527,315
+5,633
2584
$1.85M ﹤0.01%
191,622
+47,026
2585
$1.85M ﹤0.01%
38,768
-822
2586
$1.83M ﹤0.01%
242,768
+67,897
2587
$1.83M ﹤0.01%
108,492
-1,354
2588
$1.83M ﹤0.01%
33,605
-2,445
2589
$1.82M ﹤0.01%
125,075
+26,288
2590
$1.82M ﹤0.01%
90,531
+23,673
2591
$1.82M ﹤0.01%
117,353
-10,927
2592
$1.81M ﹤0.01%
272,280
-50,000
2593
$1.8M ﹤0.01%
63,059
+19,980
2594
$1.8M ﹤0.01%
148,324
-41,882
2595
$1.79M ﹤0.01%
191,568
+127,371
2596
$1.79M ﹤0.01%
48,475
+10,091
2597
$1.79M ﹤0.01%
155,268
+10,939
2598
$1.78M ﹤0.01%
32,532
-6,007
2599
$1.78M ﹤0.01%
+120,736
2600
$1.78M ﹤0.01%
23,423
+11,207