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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$1.36M ﹤0.01%
85,756
-32,369
2752
$1.36M ﹤0.01%
40,267
-3,790
2753
$1.36M ﹤0.01%
95,621
-4,763
2754
$1.36M ﹤0.01%
55,429
+9,152
2755
$1.35M ﹤0.01%
71,939
+7,287
2756
$1.35M ﹤0.01%
109,982
-2,609
2757
$1.35M ﹤0.01%
93,427
+14,036
2758
$1.35M ﹤0.01%
36,245
-96,366
2759
$1.34M ﹤0.01%
81,342
-23,371
2760
$1.34M ﹤0.01%
139,706
+15,426
2761
$1.34M ﹤0.01%
124,343
+69,820
2762
$1.34M ﹤0.01%
182,377
+88,325
2763
$1.33M ﹤0.01%
167,723
-107,342
2764
$1.33M ﹤0.01%
171,566
+83,448
2765
$1.33M ﹤0.01%
269,006
-82,092
2766
$1.33M ﹤0.01%
108,968
+28,830
2767
$1.33M ﹤0.01%
89,528
-44,082
2768
$1.32M ﹤0.01%
437,163
+15,955
2769
$1.32M ﹤0.01%
150,611
-39,938
2770
$1.32M ﹤0.01%
101,138
-1,284
2771
$1.32M ﹤0.01%
29,300
+1,350
2772
$1.31M ﹤0.01%
131,297
+50,314
2773
$1.31M ﹤0.01%
31,142
+7,612
2774
$1.31M ﹤0.01%
111,112
+3,933
2775
$1.3M ﹤0.01%
+112,991