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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.43M ﹤0.01%
380,591
+18,749
2652
$1.43M ﹤0.01%
67,604
-15,448
2653
$1.43M ﹤0.01%
92,699
-27,654
2654
$1.43M ﹤0.01%
71,208
-6,752
2655
$1.42M ﹤0.01%
126,606
+25,172
2656
$1.42M ﹤0.01%
385,020
+36,423
2657
$1.42M ﹤0.01%
140,720
+27,244
2658
$1.41M ﹤0.01%
53,920
-78,855
2659
$1.4M ﹤0.01%
+53,143
2660
$1.4M ﹤0.01%
109,091
+966
2661
$1.39M ﹤0.01%
35,323
-3,051
2662
$1.39M ﹤0.01%
103,540
-8,119
2663
$1.38M ﹤0.01%
16,474
+1,216
2664
$1.37M ﹤0.01%
159,839
+15,689
2665
$1.36M ﹤0.01%
108,570
+972
2666
$1.36M ﹤0.01%
66,710
-4,878
2667
$1.36M ﹤0.01%
138,000
-13,923
2668
$1.36M ﹤0.01%
121,463
-883
2669
$1.35M ﹤0.01%
189,050
-45,506
2670
$1.35M ﹤0.01%
88,846
+131
2671
$1.35M ﹤0.01%
135,634
+29,295
2672
$1.35M ﹤0.01%
42,653
-91,041
2673
$1.34M ﹤0.01%
108,654
-35,618
2674
$1.34M ﹤0.01%
463,417
-22,221
2675
$1.34M ﹤0.01%
86,878
+5,046