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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
0
2802
$1.56M ﹤0.01%
+259,463
2803
$1.55M ﹤0.01%
40,622
+24,555
2804
$1.55M ﹤0.01%
42,133
+7,503
2805
$1.54M ﹤0.01%
129,539
+5,425
2806
$1.54M ﹤0.01%
35,988
+616
2807
$1.53M ﹤0.01%
41,723
-37,367
2808
$1.53M ﹤0.01%
163,758
-94,531
2809
$1.53M ﹤0.01%
154,342
-10,191
2810
$1.53M ﹤0.01%
157,288
-7,711
2811
$1.52M ﹤0.01%
22,278
-55,473
2812
$1.52M ﹤0.01%
132,159
+4,486
2813
$1.52M ﹤0.01%
60,032
+1,374
2814
$1.51M ﹤0.01%
139,577
+10,874
2815
$1.51M ﹤0.01%
49,274
-520,119
2816
$1.51M ﹤0.01%
27,298
-180
2817
$1.51M ﹤0.01%
48,433
+29,336
2818
$1.51M ﹤0.01%
25,742
+2,207
2819
$1.5M ﹤0.01%
54,862
+275
2820
$1.5M ﹤0.01%
121,999
+4,286
2821
$1.5M ﹤0.01%
125,803
+4,606
2822
$1.5M ﹤0.01%
206,614
-9,067
2823
$1.49M ﹤0.01%
51,748
+9,325
2824
$1.49M ﹤0.01%
100,257
-118,259
2825
$1.49M ﹤0.01%
36,015
-511