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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.68M ﹤0.01%
48,433
-208,672
2577
$1.68M ﹤0.01%
32,640
+1,534
2578
$1.68M ﹤0.01%
43,160
-1,274,968
2579
$1.67M ﹤0.01%
158,443
-48,631
2580
$1.67M ﹤0.01%
937,644
+274,313
2581
$1.67M ﹤0.01%
73,665
+21,737
2582
$1.67M ﹤0.01%
39,605
-6,627
2583
$1.66M ﹤0.01%
48,055
-959
2584
$1.66M ﹤0.01%
174,258
-21,379
2585
$1.65M ﹤0.01%
67,018
-23,006
2586
$1.65M ﹤0.01%
27,329
+2,938
2587
$1.64M ﹤0.01%
41,683
+1,254
2588
$1.64M ﹤0.01%
1,334,337
+4,197
2589
$1.63M ﹤0.01%
228,187
-411,779
2590
$1.63M ﹤0.01%
72,034
+8,612
2591
$1.63M ﹤0.01%
110,110
+2,833
2592
$1.63M ﹤0.01%
62,886
+5,309
2593
$1.62M ﹤0.01%
143,385
-1,901
2594
$1.62M ﹤0.01%
+120,077
2595
$1.62M ﹤0.01%
88,723
-70,016
2596
$1.62M ﹤0.01%
64,065
+5,394
2597
$1.61M ﹤0.01%
131,486
-25,101
2598
$1.61M ﹤0.01%
135,567
+14,923
2599
$1.61M ﹤0.01%
76,874
-6,045
2600
$1.61M ﹤0.01%
85,215
+12,753