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
2926
$940K ﹤0.01%
73,260
-2,978
2927
$938K ﹤0.01%
68,490
-2,784
2928
$938K ﹤0.01%
390,914
-91,628
2929
$937K ﹤0.01%
31,204
-302,469
2930
$934K ﹤0.01%
48,713
+10,775
2931
$934K ﹤0.01%
25,500
-9,410
2932
$933K ﹤0.01%
61,501
-2,499
2933
$932K ﹤0.01%
67,344
-1,433
2934
$931K ﹤0.01%
73,074
-2,969
2935
$930K ﹤0.01%
19,878
-109,385
2936
$930K ﹤0.01%
78,913
-1,992
2937
$929K ﹤0.01%
168,604
+43,563
2938
$927K ﹤0.01%
76,523
-3,111
2939
$926K ﹤0.01%
34,034
-17,003
2940
$925K ﹤0.01%
33,833
-1,708
2941
$925K ﹤0.01%
+83,593
2942
$921K ﹤0.01%
84,785
+2,156
2943
$920K ﹤0.01%
68,529
+1,515
2944
$919K ﹤0.01%
53,883
-191
2945
$914K ﹤0.01%
43,960
+4,323
2946
$911K ﹤0.01%
62,260
+1,377
2947
$910K ﹤0.01%
98,593
-28,250
2948
$908K ﹤0.01%
53,516
+330
2949
$907K ﹤0.01%
57,625
+691
2950
$904K ﹤0.01%
50,350
-1,658