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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.07M ﹤0.01%
16,329
-1,502
2777
$1.06M ﹤0.01%
82,695
-38,271
2778
$1.06M ﹤0.01%
83,380
-61,813
2779
$1.06M ﹤0.01%
226,743
-76,776
2780
$1.06M ﹤0.01%
93,270
-35,656
2781
$1.06M ﹤0.01%
25,879
-7,424
2782
$1.05M ﹤0.01%
579,923
-815
2783
$1.05M ﹤0.01%
142,691
-977
2784
$1.04M ﹤0.01%
46,610
-32,205
2785
$1.04M ﹤0.01%
40,000
2786
$1.04M ﹤0.01%
99,312
-11,744
2787
$1.03M ﹤0.01%
39,162
-27,856
2788
$1.03M ﹤0.01%
57,599
+9,578
2789
$1.03M ﹤0.01%
52,749
-31,428
2790
$1.03M ﹤0.01%
27,033
-6,659
2791
$1.03M ﹤0.01%
98,554
+871
2792
$1.03M ﹤0.01%
70,610
-37,325
2793
$1.03M ﹤0.01%
86,138
+45,109
2794
$1.03M ﹤0.01%
42,550
-1,456
2795
$1.02M ﹤0.01%
105,228
-78,967
2796
$1.02M ﹤0.01%
62,561
+1,832
2797
$1.02M ﹤0.01%
122,387
+2,415
2798
$1.01M ﹤0.01%
175,128
-62,620
2799
$1.01M ﹤0.01%
17,557
-6,824
2800
$1.01M ﹤0.01%
154,052
-24,747