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
2626
$1.62M ﹤0.01%
102,682
+40,767
2627
$1.62M ﹤0.01%
283,969
+84,950
2628
$1.61M ﹤0.01%
41,368
+4,828
2629
$1.6M ﹤0.01%
144,290
+22,611
2630
$1.6M ﹤0.01%
256,479
-928
2631
$1.6M ﹤0.01%
38,283
+11,191
2632
$1.59M ﹤0.01%
53,070
-6,353
2633
$1.59M ﹤0.01%
199,068
-10,258
2634
$1.58M ﹤0.01%
60,602
+12,571
2635
$1.58M ﹤0.01%
41,774
-55,329
2636
$1.56M ﹤0.01%
134,778
-2,959
2637
$1.56M ﹤0.01%
179,696
-10,844
2638
$1.56M ﹤0.01%
175,748
+612
2639
$1.55M ﹤0.01%
102,550
+15,020
2640
$1.55M ﹤0.01%
91,344
-58
2641
$1.55M ﹤0.01%
213,283
+189,952
2642
$1.54M ﹤0.01%
86,721
+7,630
2643
$1.54M ﹤0.01%
+290,349
2644
$1.54M ﹤0.01%
53,770
+10,531
2645
$1.54M ﹤0.01%
33,555
+10,239
2646
$1.53M ﹤0.01%
36,419
+10,935
2647
$1.53M ﹤0.01%
179,859
-8,746
2648
$1.53M ﹤0.01%
68,921
-78,655
2649
$1.53M ﹤0.01%
293,069
+104,824
2650
$1.51M ﹤0.01%
25,137
-81,873