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
2901
$971K ﹤0.01%
47,937
+8,490
2902
$970K ﹤0.01%
+52,212
2903
$969K ﹤0.01%
97,911
+1,323
2904
$967K ﹤0.01%
+64,487
2905
$967K ﹤0.01%
39,683
-17,017
2906
$965K ﹤0.01%
22,489
-1,214
2907
$962K ﹤0.01%
41,567
-1,690
2908
$961K ﹤0.01%
71,608
-2,910
2909
$960K ﹤0.01%
98,109
+38,488
2910
$959K ﹤0.01%
+184,454
2911
$957K ﹤0.01%
61,425
-290
2912
$956K ﹤0.01%
34,812
-788
2913
$953K ﹤0.01%
64,280
-1,656
2914
$952K ﹤0.01%
+129,111
2915
$950K ﹤0.01%
20,077
-700
2916
$949K ﹤0.01%
+69,239
2917
$949K ﹤0.01%
52,469
+14,593
2918
$948K ﹤0.01%
24,383
+16,309
2919
$948K ﹤0.01%
75,813
-3,081
2920
$948K ﹤0.01%
82,047
-3,334
2921
$947K ﹤0.01%
124,876
+28,848
2922
$944K ﹤0.01%
45,162
-16,306
2923
$944K ﹤0.01%
122,008
+2,698
2924
$943K ﹤0.01%
+85,000
2925
$941K ﹤0.01%
59,877
-16,036