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
2676
$1.41M ﹤0.01%
181,887
-37,829
2677
$1.41M ﹤0.01%
226,454
+7,662
2678
$1.41M ﹤0.01%
43,959
+12,389
2679
$1.41M ﹤0.01%
149,473
+58,207
2680
$1.4M ﹤0.01%
68,170
-551,392
2681
$1.4M ﹤0.01%
90,454
-849
2682
$1.4M ﹤0.01%
52,823
-2,816
2683
$1.4M ﹤0.01%
6,219,427
+198,085
2684
$1.39M ﹤0.01%
87,924
-112,679
2685
$1.39M ﹤0.01%
24,050
-59,455
2686
$1.39M ﹤0.01%
288,913
+154,003
2687
$1.39M ﹤0.01%
27,400
+3,587
2688
$1.39M ﹤0.01%
61,418
+18,207
2689
$1.38M ﹤0.01%
279,991
-12,519
2690
$1.38M ﹤0.01%
42,708
+4,993
2691
$1.38M ﹤0.01%
80,540
-3,704
2692
$1.38M ﹤0.01%
158,769
-157,583
2693
$1.38M ﹤0.01%
56,539
+5,026
2694
$1.37M ﹤0.01%
178,066
+9,571
2695
$1.37M ﹤0.01%
39,052
+21,218
2696
$1.37M ﹤0.01%
16,637
+1,350
2697
$1.37M ﹤0.01%
115,990
-1,120
2698
$1.36M ﹤0.01%
65,466
-17,537
2699
$1.36M ﹤0.01%
85,089
+2,194
2700
$1.36M ﹤0.01%
235,948
-43,861