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
3001
$646K ﹤0.01%
100,338
-320,532
3002
$646K ﹤0.01%
13,712
-639
3003
$645K ﹤0.01%
49,658
-557
3004
$644K ﹤0.01%
275,267
-3,863
3005
$644K ﹤0.01%
68,849
-40,620
3006
$642K ﹤0.01%
37,123
-9,175
3007
$641K ﹤0.01%
54,001
-1,328
3008
$640K ﹤0.01%
15,152
-153
3009
$640K ﹤0.01%
31,495
-22,501
3010
$638K ﹤0.01%
28,103
-450
3011
$637K ﹤0.01%
30,448
-179,705
3012
$636K ﹤0.01%
34,091
+3,875
3013
$634K ﹤0.01%
362,299
+9,121
3014
$630K ﹤0.01%
36,530
-75,175
3015
$630K ﹤0.01%
38,726
-2,673
3016
$628K ﹤0.01%
105,268
-7,191
3017
$627K ﹤0.01%
49,906
-123,909
3018
$626K ﹤0.01%
77,981
-539
3019
$619K ﹤0.01%
22,332
-1,551
3020
$617K ﹤0.01%
103,532
-3,370
3021
$616K ﹤0.01%
+80,442
3022
$613K ﹤0.01%
57,984
-2,117
3023
$611K ﹤0.01%
34,624
-3,650
3024
$611K ﹤0.01%
17,216
-115
3025
$610K ﹤0.01%
15,279
+325