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
3051
$571K ﹤0.01%
21,172
+5,320
3052
$570K ﹤0.01%
96,628
-8,050
3053
$570K ﹤0.01%
19,174
-4,596
3054
$569K ﹤0.01%
62,781
+17,532
3055
$568K ﹤0.01%
46,925
-184
3056
$565K ﹤0.01%
118,796
-4,465
3057
$565K ﹤0.01%
98,219
-2,611
3058
$564K ﹤0.01%
63,833
+146
3059
$563K ﹤0.01%
40,798
+489
3060
$562K ﹤0.01%
53,105
-23,054
3061
$562K ﹤0.01%
17,768
+3,927
3062
$562K ﹤0.01%
+30,994
3063
$561K ﹤0.01%
10,333
-1,668
3064
$558K ﹤0.01%
46,130
+10,523
3065
$558K ﹤0.01%
66,929
+17,098
3066
$556K ﹤0.01%
26,731
-248
3067
$555K ﹤0.01%
41,190
-2,476
3068
$553K ﹤0.01%
32,161
+2,646
3069
$552K ﹤0.01%
81,876
+6,534
3070
$550K ﹤0.01%
37,207
-783
3071
$549K ﹤0.01%
1,582
+148
3072
$547K ﹤0.01%
52,851
+349
3073
$546K ﹤0.01%
124,315
-458,652
3074
$545K ﹤0.01%
60,921
-3,719
3075
$544K ﹤0.01%
13,030
+5,100