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
2701
$1.25M ﹤0.01%
105,902
+26,950
2702
$1.25M ﹤0.01%
171,584
-29,852
2703
$1.24M ﹤0.01%
73,851
+18,468
2704
$1.24M ﹤0.01%
79,295
+10,276
2705
$1.24M ﹤0.01%
123,502
+31,368
2706
$1.24M ﹤0.01%
173,620
-2,771
2707
$1.24M ﹤0.01%
55,447
+7,978
2708
$1.23M ﹤0.01%
255,314
-144,034
2709
$1.23M ﹤0.01%
69,038
-348
2710
$1.23M ﹤0.01%
119,592
-3,996
2711
$1.23M ﹤0.01%
112,017
+7,225
2712
$1.22M ﹤0.01%
133,730
-644
2713
$1.22M ﹤0.01%
126,427
-284
2714
$1.22M ﹤0.01%
228,047
+32,565
2715
$1.22M ﹤0.01%
44,204
+476
2716
$1.22M ﹤0.01%
385,815
+7,671
2717
$1.22M ﹤0.01%
316,451
-4,342
2718
$1.22M ﹤0.01%
52,883
-157,635
2719
$1.22M ﹤0.01%
392,306
-17,045
2720
$1.22M ﹤0.01%
33,541
-294
2721
$1.21M ﹤0.01%
39,134
-107,055
2722
$1.21M ﹤0.01%
23,413
-44,043
2723
$1.21M ﹤0.01%
14,526
-25,775
2724
$1.21M ﹤0.01%
47,163
-72,024
2725
$1.2M ﹤0.01%
301,094
-10,262