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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.13M ﹤0.01%
311,081
-50,448
2777
$1.13M ﹤0.01%
39,802
+6,981
2778
$1.13M ﹤0.01%
13,644
+2,988
2779
$1.13M ﹤0.01%
59,838
-26,057
2780
$1.12M ﹤0.01%
52,779
+23,221
2781
$1.12M ﹤0.01%
36,583
+22,233
2782
$1.11M ﹤0.01%
346,200
+15,749
2783
$1.11M ﹤0.01%
27,820
-1,112
2784
$1.11M ﹤0.01%
121,357
+62,102
2785
$1.11M ﹤0.01%
99,385
+231
2786
$1.11M ﹤0.01%
+336,848
2787
$1.1M ﹤0.01%
49,350
-1,011,759
2788
$1.1M ﹤0.01%
156,859
+3,780
2789
$1.1M ﹤0.01%
83,869
+6,629
2790
$1.09M ﹤0.01%
117,730
+42,000
2791
$1.09M ﹤0.01%
72,351
+2,614
2792
$1.09M ﹤0.01%
23,174
+852
2793
$1.09M ﹤0.01%
156,302
-3,083
2794
$1.08M ﹤0.01%
40,349
+829
2795
$1.08M ﹤0.01%
201,907
+2,343
2796
$1.08M ﹤0.01%
+85,867
2797
$1.08M ﹤0.01%
68,692
-21,520
2798
$1.08M ﹤0.01%
224,046
+15,214
2799
$1.07M ﹤0.01%
6,878
-11,452
2800
$1.07M ﹤0.01%
481,801
+134,108