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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$497K ﹤0.01%
30,587
-19,348
3127
$496K ﹤0.01%
30,059
-4,712
3128
$495K ﹤0.01%
+39,913
3129
$492K ﹤0.01%
11,068
-16,134
3130
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11,041
-9,087
3131
$491K ﹤0.01%
205,462
+36,716
3132
$490K ﹤0.01%
17,523
-3,457
3133
$488K ﹤0.01%
9,852
-52,599
3134
$487K ﹤0.01%
124,292
-190
3135
$487K ﹤0.01%
41,713
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3136
$485K ﹤0.01%
21,125
-7,560
3137
$484K ﹤0.01%
+38,246
3138
$481K ﹤0.01%
100,457
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3139
$481K ﹤0.01%
60,128
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$481K ﹤0.01%
221,517
-76,547
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30,788
+7,276
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27,227
+1,212
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116,799
-166
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$476K ﹤0.01%
101,905
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3145
$474K ﹤0.01%
100,369
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3146
$473K ﹤0.01%
47,247
-15,491
3147
$472K ﹤0.01%
20,749
+178
3148
$471K ﹤0.01%
81,142
-19,300
3149
$468K ﹤0.01%
43,315
-802
3150
$467K ﹤0.01%
9,142
-1,640