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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$742K ﹤0.01%
100,880
+637
2977
$738K ﹤0.01%
19,081
-253
2978
$737K ﹤0.01%
127,789
+16,799
2979
$736K ﹤0.01%
14,193
+4,943
2980
$734K ﹤0.01%
22,412
+2,812
2981
$733K ﹤0.01%
143,949
+70,361
2982
$730K ﹤0.01%
44,581
+16,197
2983
$730K ﹤0.01%
18,640
+2,455
2984
$728K ﹤0.01%
30,594
-117,446
2985
$727K ﹤0.01%
37,513
+210
2986
$727K ﹤0.01%
65,872
+22,674
2987
$723K ﹤0.01%
30,149
+7,467
2988
$723K ﹤0.01%
12,323
+1,609
2989
$719K ﹤0.01%
59,235
-9,640
2990
$719K ﹤0.01%
94,095
+2,380
2991
$717K ﹤0.01%
42,051
-1,517
2992
$716K ﹤0.01%
56,227
-54,841
2993
$716K ﹤0.01%
21,977
-1,645
2994
$715K ﹤0.01%
109,520
+110
2995
$713K ﹤0.01%
60,294
+18,156
2996
$712K ﹤0.01%
147,929
+31,289
2997
$711K ﹤0.01%
82,135
+48,538
2998
$708K ﹤0.01%
37,596
+2,862
2999
$706K ﹤0.01%
17,260
+2,880
3000
$702K ﹤0.01%
68,848
+12,365