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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$681K ﹤0.01%
16,744
-15
2977
$680K ﹤0.01%
55,652
-14,677
2978
$679K ﹤0.01%
468,129
-34,745
2979
$679K ﹤0.01%
408,768
-3,288
2980
$677K ﹤0.01%
137,662
-1,361
2981
$677K ﹤0.01%
37,577
-833
2982
$676K ﹤0.01%
493,561
-2,472
2983
$674K ﹤0.01%
11,422
-191
2984
$673K ﹤0.01%
69,324
-1,255
2985
$671K ﹤0.01%
98,699
-27,573
2986
$668K ﹤0.01%
46,942
-1,571
2987
$666K ﹤0.01%
29,623
-99,556
2988
$664K ﹤0.01%
10,663
+23
2989
$663K ﹤0.01%
20,400
-521,837
2990
$661K ﹤0.01%
16,705
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2991
$661K ﹤0.01%
38,740
-10,467
2992
$660K ﹤0.01%
80,186
+1,360
2993
$654K ﹤0.01%
10,646
-637
2994
$653K ﹤0.01%
350,905
-309
2995
$653K ﹤0.01%
76,424
+5,004
2996
$652K ﹤0.01%
24,861
+6,965
2997
$651K ﹤0.01%
44,945
-1,416
2998
$651K ﹤0.01%
90,322
-1,688
2999
$648K ﹤0.01%
74,265
-3,210
3000
$648K ﹤0.01%
459,766
-61,715