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
2601
$1.61M ﹤0.01%
8,869
+382
2602
$1.61M ﹤0.01%
89,560
+1,172
2603
$1.61M ﹤0.01%
33,171
+403
2604
$1.6M ﹤0.01%
102,453
+686
2605
$1.6M ﹤0.01%
74,802
-16,651
2606
$1.6M ﹤0.01%
144,727
-38,732
2607
$1.6M ﹤0.01%
33,298
-1,312
2608
$1.59M ﹤0.01%
166,103
-154,470
2609
$1.59M ﹤0.01%
28,715
-83
2610
$1.59M ﹤0.01%
2,476
-307
2611
$1.59M ﹤0.01%
39,939
-155
2612
$1.59M ﹤0.01%
77,837
+795
2613
$1.59M ﹤0.01%
97,228
-2,360
2614
$1.59M ﹤0.01%
75,797
-14,955
2615
$1.58M ﹤0.01%
53,109
+4,399
2616
$1.58M ﹤0.01%
18,253
+3,207
2617
$1.58M ﹤0.01%
52,994
-352
2618
$1.58M ﹤0.01%
74,301
-114
2619
$1.58M ﹤0.01%
251,621
+3,033
2620
$1.58M ﹤0.01%
30,872
-10,859
2621
$1.57M ﹤0.01%
75,988
+3,336
2622
$1.57M ﹤0.01%
21,059
-88,606
2623
$1.57M ﹤0.01%
56,840
+16,206
2624
$1.56M ﹤0.01%
13,794
+935
2625
$1.56M ﹤0.01%
217,480
-629,146