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
3026
$608K ﹤0.01%
45,540
-269,318
3027
$608K ﹤0.01%
35,495
-115,573
3028
$608K ﹤0.01%
151,229
-11,447
3029
$606K ﹤0.01%
28,275
-149
3030
$605K ﹤0.01%
64,072
+13,657
3031
$605K ﹤0.01%
34,894
-127,900
3032
$602K ﹤0.01%
30,861
+474
3033
$601K ﹤0.01%
52,647
-471
3034
$600K ﹤0.01%
48,104
+5,143
3035
$599K ﹤0.01%
46,784
-23,703
3036
$599K ﹤0.01%
46,203
-3,702
3037
$592K ﹤0.01%
154,037
-2,569
3038
$591K ﹤0.01%
9,905
-1,495
3039
$590K ﹤0.01%
59,048
-736
3040
$590K ﹤0.01%
7,759
+22
3041
$582K ﹤0.01%
22,331
-1,596
3042
$582K ﹤0.01%
151,930
-12,182
3043
$581K ﹤0.01%
49,983
+28,103
3044
$579K ﹤0.01%
156,605
-6,017
3045
$578K ﹤0.01%
+119,963
3046
$577K ﹤0.01%
37,308
-3,929
3047
$577K ﹤0.01%
26,740
+3,803
3048
$575K ﹤0.01%
42,299
-90
3049
$573K ﹤0.01%
16,371
-847
3050
$573K ﹤0.01%
20,742
-3,218