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
2676
$1.42M ﹤0.01%
68,061
-11,036
2677
$1.42M ﹤0.01%
37,639
-16,440
2678
$1.42M ﹤0.01%
16,756
+3,041
2679
$1.41M ﹤0.01%
38,822
-16,393
2680
$1.41M ﹤0.01%
108,824
+62,125
2681
$1.41M ﹤0.01%
29,908
-930
2682
$1.41M ﹤0.01%
171,659
+13,871
2683
$1.41M ﹤0.01%
164,580
-334,262
2684
$1.41M ﹤0.01%
159,462
+112,649
2685
$1.4M ﹤0.01%
92,952
+4,189
2686
$1.4M ﹤0.01%
36,945
+6,199
2687
$1.4M ﹤0.01%
66,305
+29,868
2688
$1.4M ﹤0.01%
20,914
-166
2689
$1.4M ﹤0.01%
+92,579
2690
$1.4M ﹤0.01%
99,784
-24,378
2691
$1.4M ﹤0.01%
139,037
+46,497
2692
$1.4M ﹤0.01%
43,595
-175,242
2693
$1.39M ﹤0.01%
82,170
-11,071
2694
$1.39M ﹤0.01%
20,048
+3,081
2695
$1.38M ﹤0.01%
38,719
-3,200
2696
$1.37M ﹤0.01%
210,112
-416,041
2697
$1.37M ﹤0.01%
86,120
-2,724
2698
$1.37M ﹤0.01%
42,396
-4,114
2699
$1.37M ﹤0.01%
76,150
+7,988
2700
$1.36M ﹤0.01%
+41,241