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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$607K ﹤0.01%
9,855
+662
3227
$606K ﹤0.01%
155,064
+38,046
3228
$605K ﹤0.01%
26,567
+3,431
3229
$602K ﹤0.01%
56,728
-539,387
3230
$600K ﹤0.01%
14,927
+310
3231
$599K ﹤0.01%
33,912
+22,698
3232
$598K ﹤0.01%
28,672
+4,975
3233
$595K ﹤0.01%
1,572
-6,307
3234
$593K ﹤0.01%
4,274
-1,727
3235
$593K ﹤0.01%
37,850
-11,961
3236
$593K ﹤0.01%
25,466
+3,055
3237
$592K ﹤0.01%
100,506
+24,382
3238
$590K ﹤0.01%
64,023
+3,247
3239
$587K ﹤0.01%
22,664
+8,000
3240
$585K ﹤0.01%
17,132
+2,088
3241
$584K ﹤0.01%
60,996
-30,979
3242
$583K ﹤0.01%
202,385
+15,163
3243
$582K ﹤0.01%
48,563
+4,150
3244
$579K ﹤0.01%
36,207
+9,820
3245
$577K ﹤0.01%
21,002
+8,478
3246
$576K ﹤0.01%
21,255
+1,172
3247
$572K ﹤0.01%
13,460
+6,985
3248
$570K ﹤0.01%
17,585
+1,403
3249
$570K ﹤0.01%
117,546
+7,212
3250
$570K ﹤0.01%
7,302
+396