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
2751
$1.85M ﹤0.01%
58,252
2752
$1.85M ﹤0.01%
38,276
+2,828
2753
$1.84M ﹤0.01%
132,890
+13,230
2754
$1.84M ﹤0.01%
146,665
-46,911
2755
$1.83M ﹤0.01%
138,646
-5,090
2756
$1.82M ﹤0.01%
57,786
+6,250
2757
$1.82M ﹤0.01%
146,197
+6,661
2758
$1.81M ﹤0.01%
57,658
+8,450
2759
$1.81M ﹤0.01%
+136,007
2760
$1.81M ﹤0.01%
7,288
+6,315
2761
$1.8M ﹤0.01%
54,738
-542,178
2762
$1.8M ﹤0.01%
519,922
-55,290
2763
$1.8M ﹤0.01%
86,627
-16,958
2764
$1.8M ﹤0.01%
69,390
+4,775
2765
$1.79M ﹤0.01%
41,272
+2,899
2766
$1.79M ﹤0.01%
352,911
+3,545
2767
$1.78M ﹤0.01%
128,800
-17,154
2768
$1.78M ﹤0.01%
+170,444
2769
$1.77M ﹤0.01%
40,266
-18,066
2770
$1.77M ﹤0.01%
66,287
+4,820
2771
$1.77M ﹤0.01%
121,623
+2,966
2772
$1.76M ﹤0.01%
116,883
-165,017
2773
$1.76M ﹤0.01%
17,325
-1,545
2774
$1.76M ﹤0.01%
101,604
+18,784
2775
$1.76M ﹤0.01%
39,429
-15,638