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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$614K ﹤0.01%
10,529
+10
3127
$610K ﹤0.01%
26,435
-1,002
3128
$610K ﹤0.01%
46,391
-253,097
3129
$609K ﹤0.01%
23,503
-1,280
3130
$606K ﹤0.01%
111,115
+9,366
3131
$603K ﹤0.01%
3,525
+346
3132
$601K ﹤0.01%
4,271
-4,434
3133
$600K ﹤0.01%
4,690
+693
3134
$599K ﹤0.01%
159,642
+67,431
3135
$596K ﹤0.01%
120,505
-4,841
3136
$595K ﹤0.01%
67,750
+44,615
3137
$591K ﹤0.01%
43,734
+15,862
3138
$591K ﹤0.01%
61,328
+11,976
3139
$589K ﹤0.01%
60,393
+3,928
3140
$585K ﹤0.01%
72,572
+21,660
3141
$585K ﹤0.01%
+127,395
3142
$582K ﹤0.01%
+28,775
3143
$581K ﹤0.01%
197,735
+37,902
3144
$581K ﹤0.01%
57,693
+1,046
3145
$578K ﹤0.01%
20,724
-10,141
3146
$578K ﹤0.01%
51,123
-334
3147
$575K ﹤0.01%
44,258
+1,618
3148
$573K ﹤0.01%
27,259
-4,765
3149
$573K ﹤0.01%
126,301
+89,632
3150
$572K ﹤0.01%
+27,394