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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$530K ﹤0.01%
3,749
+1,572
3177
$529K ﹤0.01%
+161,787
3178
$527K ﹤0.01%
22,714
+3,184
3179
$526K ﹤0.01%
36,271
-10,335
3180
$526K ﹤0.01%
22,959
-33,467
3181
$526K ﹤0.01%
37,234
+1,948
3182
$526K ﹤0.01%
+79,501
3183
$525K ﹤0.01%
157,085
+87,587
3184
$523K ﹤0.01%
39,318
-60,253
3185
$522K ﹤0.01%
41,136
+18,668
3186
$519K ﹤0.01%
15,255
-68,164
3187
$518K ﹤0.01%
22,522
+814
3188
$517K ﹤0.01%
+12,056
3189
$516K ﹤0.01%
80,531
+1,503
3190
$513K ﹤0.01%
80,122
+30,762
3191
$513K ﹤0.01%
42,421
+10,897
3192
$512K ﹤0.01%
+14,670
3193
$511K ﹤0.01%
34,402
-8,498
3194
$510K ﹤0.01%
+107,388
3195
$509K ﹤0.01%
+41,691
3196
$507K ﹤0.01%
13,696
+5,341
3197
$507K ﹤0.01%
+24,249
3198
$506K ﹤0.01%
20,119
+378
3199
$505K ﹤0.01%
80,469
-64,491
3200
$504K ﹤0.01%
40,106
-199,555