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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$1.01M ﹤0.01%
95,400
-2,855
2827
$1.01M ﹤0.01%
45,839
+19,679
2828
$1.01M ﹤0.01%
88,421
+17,799
2829
$1.01M ﹤0.01%
293,975
+78,097
2830
$1.01M ﹤0.01%
45,496
-10,771
2831
$1M ﹤0.01%
43,726
+4,150
2832
$1M ﹤0.01%
35,424
+14,671
2833
$1M ﹤0.01%
45,614
+4,896
2834
$1M ﹤0.01%
13,049
+1,190
2835
$1M ﹤0.01%
232,592
+17,444
2836
$997K ﹤0.01%
242,470
+57,813
2837
$994K ﹤0.01%
191,809
-97,616
2838
$992K ﹤0.01%
45,784
+18,086
2839
$984K ﹤0.01%
41,283
+16,329
2840
$982K ﹤0.01%
28,899
-2,675
2841
$980K ﹤0.01%
30,600
+12,293
2842
$978K ﹤0.01%
172,444
-18,612
2843
$977K ﹤0.01%
189,295
-52,134
2844
$975K ﹤0.01%
53,312
+6,621
2845
$974K ﹤0.01%
144,250
+25,873
2846
$971K ﹤0.01%
924,982
+42,334
2847
$970K ﹤0.01%
85,444
+19,507
2848
$967K ﹤0.01%
+174,255
2849
$967K ﹤0.01%
30,653
+7,875
2850
$965K ﹤0.01%
38,652
+11,764