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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$1.97M ﹤0.01%
+105,008
2727
$1.96M ﹤0.01%
130,160
+13,360
2728
$1.96M ﹤0.01%
41,920
-1,521
2729
$1.96M ﹤0.01%
896,475
+6,133
2730
$1.95M ﹤0.01%
+82,489
2731
$1.94M ﹤0.01%
262,961
+693
2732
$1.94M ﹤0.01%
142,514
-9,914
2733
$1.93M ﹤0.01%
123,608
+814
2734
$1.92M ﹤0.01%
54,966
-6,224
2735
$1.92M ﹤0.01%
62,490
+2,361
2736
$1.91M ﹤0.01%
92,272
-6,439
2737
$1.91M ﹤0.01%
466
-739
2738
$1.91M ﹤0.01%
63,457
+2,135
2739
$1.9M ﹤0.01%
72,828
+19,866
2740
$1.9M ﹤0.01%
91,375
+5,256
2741
$1.89M ﹤0.01%
191,366
+7,605
2742
$1.88M ﹤0.01%
200,184
+5,445
2743
$1.88M ﹤0.01%
88,184
+1,033
2744
$1.88M ﹤0.01%
62,287
+997
2745
$1.88M ﹤0.01%
200,581
-107,783
2746
$1.88M ﹤0.01%
67,577
+21,379
2747
$1.87M ﹤0.01%
59,375
-2,174
2748
$1.87M ﹤0.01%
363,865
-324,951
2749
$1.87M ﹤0.01%
97,391
+4,553
2750
$1.86M ﹤0.01%
33,560
+1,265