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
2651
$1.51M ﹤0.01%
37,111
-7,684
2652
$1.51M ﹤0.01%
171,607
+14,477
2653
$1.51M ﹤0.01%
20,465
-5,938
2654
$1.51M ﹤0.01%
129,056
-11,301
2655
$1.51M ﹤0.01%
+123,130
2656
$1.5M ﹤0.01%
360,261
+85,136
2657
$1.49M ﹤0.01%
103,546
-1,617
2658
$1.49M ﹤0.01%
140,531
-777
2659
$1.49M ﹤0.01%
114,561
-539,579
2660
$1.49M ﹤0.01%
190,842
-6,745
2661
$1.48M ﹤0.01%
366,597
+121,088
2662
$1.48M ﹤0.01%
+111,044
2663
$1.48M ﹤0.01%
20,860
+11,348
2664
$1.48M ﹤0.01%
42,300
-649,133
2665
$1.48M ﹤0.01%
60,825
+17,606
2666
$1.48M ﹤0.01%
140,383
-194,988
2667
$1.47M ﹤0.01%
124,689
+2,826
2668
$1.47M ﹤0.01%
64,660
+52,529
2669
$1.47M ﹤0.01%
75,962
+16,678
2670
$1.45M ﹤0.01%
29,262
+3,399
2671
$1.45M ﹤0.01%
222,706
+10,612
2672
$1.44M ﹤0.01%
51,122
+17,917
2673
$1.44M ﹤0.01%
52,036
+8,054
2674
$1.43M ﹤0.01%
99,564
+16,001
2675
$1.41M ﹤0.01%
17,699
+1,371