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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$762K ﹤0.01%
339,222
-95,849
2927
$761K ﹤0.01%
115,551
+7,284
2928
$761K ﹤0.01%
62,078
-4,699
2929
$758K ﹤0.01%
33,159
-176,802
2930
$756K ﹤0.01%
54,958
-63,450
2931
$753K ﹤0.01%
11,121
-478
2932
$752K ﹤0.01%
368,488
+1,429
2933
$750K ﹤0.01%
+29,650
2934
$749K ﹤0.01%
30,354
+20,048
2935
$749K ﹤0.01%
66,182
-21,547
2936
$749K ﹤0.01%
9,773
-1,408
2937
$748K ﹤0.01%
10,521
-520
2938
$748K ﹤0.01%
1,297
+499
2939
$746K ﹤0.01%
6,175
-91,966
2940
$744K ﹤0.01%
32,498
-14,367
2941
$743K ﹤0.01%
76,597
-1,278
2942
$741K ﹤0.01%
24,405
-9,425
2943
$740K ﹤0.01%
323,044
-2,164
2944
$738K ﹤0.01%
16,905
-12,275
2945
$737K ﹤0.01%
67,211
+44,967
2946
$736K ﹤0.01%
128,731
+86,388
2947
$736K ﹤0.01%
59,332
+39,481
2948
$735K ﹤0.01%
14,433
-7,564
2949
$734K ﹤0.01%
15,435
+4,377
2950
$729K ﹤0.01%
23,637
-16,712