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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$570M
3 +$354M
4
VALE icon
Vale
VALE
+$342M
5
LLY icon
Eli Lilly
LLY
+$322M

Top Sells

1 +$782M
2 +$540M
3 +$466M
4
CPRI icon
Capri Holdings
CPRI
+$376M
5
MSFT icon
Microsoft
MSFT
+$316M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$1.07M ﹤0.01%
34,706
+714
2827
$1.07M ﹤0.01%
41,638
+19,825
2828
$1.07M ﹤0.01%
170,010
+33,816
2829
$1.07M ﹤0.01%
179,380
-6,758
2830
$1.06M ﹤0.01%
38,661
-7,062
2831
$1.06M ﹤0.01%
122,609
-23,173
2832
$1.06M ﹤0.01%
22,994
+6,982
2833
$1.06M ﹤0.01%
101,342
-23,286
2834
$1.06M ﹤0.01%
67,921
-8,789
2835
$1.05M ﹤0.01%
94,833
+26,591
2836
$1.04M ﹤0.01%
200,865
-40,021
2837
$1.04M ﹤0.01%
+31,339
2838
$1.03M ﹤0.01%
+24,317
2839
$1.03M ﹤0.01%
22,973
+2,178
2840
$1.03M ﹤0.01%
221,836
+570
2841
$1.03M ﹤0.01%
20,000
2842
$1.03M ﹤0.01%
72,157
-13,366
2843
$1.02M ﹤0.01%
32,739
+4,413
2844
$1.02M ﹤0.01%
23,944
+2,657
2845
$1.02M ﹤0.01%
73,196
-1,515
2846
$1.02M ﹤0.01%
67,398
+3,661
2847
$1.02M ﹤0.01%
161,961
+2,046
2848
$1.01M ﹤0.01%
226,557
+1,025
2849
$1.01M ﹤0.01%
173,184
-26,448
2850
0