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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$1.17M ﹤0.01%
29,971
-14,055
2802
$1.17M ﹤0.01%
77,031
-20,322
2803
$1.16M ﹤0.01%
21,204
-17,890
2804
$1.16M ﹤0.01%
135,554
+3,146
2805
$1.16M ﹤0.01%
24,065
+258
2806
$1.16M ﹤0.01%
90,987
-30,792
2807
$1.16M ﹤0.01%
312,798
-50,062
2808
$1.16M ﹤0.01%
37,865
+11,996
2809
$1.16M ﹤0.01%
20,589
+5,122
2810
$1.16M ﹤0.01%
18,780
-47,569
2811
$1.16M ﹤0.01%
+56,197
2812
$1.15M ﹤0.01%
75,678
+5,589
2813
$1.15M ﹤0.01%
56,475
-848
2814
$1.15M ﹤0.01%
16,212
+7,128
2815
$1.15M ﹤0.01%
112,653
+32,055
2816
$1.15M ﹤0.01%
59,042
+8,470
2817
0
2818
$1.14M ﹤0.01%
15,396
+842
2819
$1.14M ﹤0.01%
46,545
-480
2820
$1.13M ﹤0.01%
104,356
+915
2821
$1.13M ﹤0.01%
122,221
-17,273
2822
$1.12M ﹤0.01%
60,881
+44,539
2823
$1.12M ﹤0.01%
145,657
-27,457
2824
$1.12M ﹤0.01%
174,971
-11,145
2825
$1.12M ﹤0.01%
97,085
+53,432