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
2726
$1.27M ﹤0.01%
73,944
-207,954
2727
$1.27M ﹤0.01%
123,233
+18,405
2728
$1.26M ﹤0.01%
150,807
+55,242
2729
$1.26M ﹤0.01%
253,321
+86,494
2730
$1.26M ﹤0.01%
38,776
+11,464
2731
$1.26M ﹤0.01%
140,331
+9,210
2732
$1.25M ﹤0.01%
123,074
+20,712
2733
$1.25M ﹤0.01%
1,110,277
-6,739
2734
$1.24M ﹤0.01%
51,014
-77,939
2735
$1.24M ﹤0.01%
114,333
-33,985
2736
$1.24M ﹤0.01%
57,892
+7,445
2737
$1.23M ﹤0.01%
69,657
-2,439
2738
$1.23M ﹤0.01%
6,649
+313
2739
$1.23M ﹤0.01%
59,125
+3,851
2740
$1.23M ﹤0.01%
66,435
-174,255
2741
$1.23M ﹤0.01%
30,954
-4,685
2742
$1.22M ﹤0.01%
114,326
-275,072
2743
$1.22M ﹤0.01%
36,407
-8,411
2744
$1.22M ﹤0.01%
119,519
-706
2745
$1.21M ﹤0.01%
58,334
+15,602
2746
$1.21M ﹤0.01%
11,508
-862
2747
$1.21M ﹤0.01%
71,009
+9,464
2748
$1.21M ﹤0.01%
580,148
+153,377
2749
$1.2M ﹤0.01%
158,459
+34,668
2750
$1.2M ﹤0.01%
67,816
-1,532