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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$878K ﹤0.01%
+104,700
2902
$878K ﹤0.01%
57,385
+11,285
2903
$877K ﹤0.01%
20,128
+5,017
2904
$874K ﹤0.01%
66,097
+28,511
2905
$873K ﹤0.01%
53,522
+5,774
2906
$873K ﹤0.01%
28,685
+19,848
2907
$872K ﹤0.01%
177,914
-8,119
2908
$868K ﹤0.01%
263,798
+34,383
2909
$867K ﹤0.01%
41,421
+949
2910
$866K ﹤0.01%
82,617
+2,244
2911
$866K ﹤0.01%
19,902
-15,918
2912
$861K ﹤0.01%
103,106
-4,251
2913
$861K ﹤0.01%
49,361
+1,954
2914
$860K ﹤0.01%
14,054
+6,073
2915
$859K ﹤0.01%
32,523
-14,224
2916
$857K ﹤0.01%
29,902
+973
2917
$856K ﹤0.01%
87,729
-83,040
2918
$854K ﹤0.01%
+49,804
2919
$851K ﹤0.01%
31,508
-5,710
2920
$849K ﹤0.01%
22,015
+1,024
2921
$848K ﹤0.01%
41,103
+599
2922
$848K ﹤0.01%
19,219
+229
2923
$848K ﹤0.01%
32,070
-822
2924
$846K ﹤0.01%
118,208
+3,756
2925
$846K ﹤0.01%
331,858
-43,701