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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$2.06M ﹤0.01%
60,828
+8,776
2627
$2.06M ﹤0.01%
34,177
-76,855
2628
$2.06M ﹤0.01%
109,735
-2,754
2629
$2.06M ﹤0.01%
305,383
+148,080
2630
$2.05M ﹤0.01%
57,689
+7,189
2631
$2.05M ﹤0.01%
650,192
+5,518
2632
$2.05M ﹤0.01%
94,481
+4,943
2633
$2.04M ﹤0.01%
23,122
+1,174
2634
$2.04M ﹤0.01%
137,462
+10,866
2635
$2.04M ﹤0.01%
364,730
+248,447
2636
$2.03M ﹤0.01%
46,884
-4,107
2637
$2.03M ﹤0.01%
158,363
+1,512
2638
$2.02M ﹤0.01%
+280,592
2639
$2.02M ﹤0.01%
70,237
-1,358
2640
$2.01M ﹤0.01%
26,116
+6,707
2641
$2M ﹤0.01%
167,046
+5,519
2642
$2M ﹤0.01%
168,445
-138,631
2643
$1.99M ﹤0.01%
+48,835
2644
$1.99M ﹤0.01%
32,795
+19,620
2645
$1.99M ﹤0.01%
247,910
+6,864
2646
$1.99M ﹤0.01%
108,109
+793
2647
$1.97M ﹤0.01%
175,750
-17,227
2648
$1.97M ﹤0.01%
530
-449
2649
$1.97M ﹤0.01%
127,210
+8,322
2650
$1.96M ﹤0.01%
35,850
+21,373