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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.13M ﹤0.01%
69,588
+10,962
2952
$1.13M ﹤0.01%
51,061
-1,843
2953
$1.13M ﹤0.01%
37,700
+1,178
2954
$1.13M ﹤0.01%
+78,115
2955
$1.12M ﹤0.01%
73,635
-6,188
2956
$1.12M ﹤0.01%
24,353
+270
2957
$1.12M ﹤0.01%
153,270
+1,462
2958
$1.11M ﹤0.01%
29,580
-903
2959
$1.11M ﹤0.01%
19,510
+3,644
2960
$1.11M ﹤0.01%
100,450
-511,036
2961
$1.11M ﹤0.01%
111,462
-53,308
2962
$1.11M ﹤0.01%
48,543
+3,506
2963
$1.11M ﹤0.01%
10,743
-46,542
2964
$1.11M ﹤0.01%
29,183
+198
2965
$1.11M ﹤0.01%
152,529
+5,659
2966
$1.1M ﹤0.01%
+79,704
2967
$1.1M ﹤0.01%
33,497
-2,593
2968
$1.1M ﹤0.01%
105,764
-1,752
2969
$1.1M ﹤0.01%
93,530
-2,639
2970
$1.09M ﹤0.01%
62,586
+10,437
2971
$1.09M ﹤0.01%
18,163
-11,531
2972
$1.09M ﹤0.01%
63,035
+835
2973
$1.09M ﹤0.01%
72,459
+1,895
2974
$1.09M ﹤0.01%
82,170
-13,701
2975
$1.08M ﹤0.01%
+50,198