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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$425K ﹤0.01%
+17,057
3227
$424K ﹤0.01%
30,825
-3,002
3228
$424K ﹤0.01%
70,377
+77
3229
$424K ﹤0.01%
10,299
+1,156
3230
$423K ﹤0.01%
32,244
-1,084
3231
$423K ﹤0.01%
34,359
-2,596
3232
$422K ﹤0.01%
12,921
-164
3233
$421K ﹤0.01%
59,479
+18,693
3234
$419K ﹤0.01%
52,829
-36,488
3235
$419K ﹤0.01%
28,602
-7,851
3236
$418K ﹤0.01%
126,337
-27,390
3237
$417K ﹤0.01%
14,374
+710
3238
$416K ﹤0.01%
17,433
+4,686
3239
$415K ﹤0.01%
40,465
+109
3240
$414K ﹤0.01%
530,592
+265,177
3241
$413K ﹤0.01%
+13,809
3242
$411K ﹤0.01%
18,660
+6,154
3243
$411K ﹤0.01%
66,121
-5,413
3244
$410K ﹤0.01%
6,623
-17,174
3245
$409K ﹤0.01%
+20,556
3246
$408K ﹤0.01%
7,351
+894
3247
$407K ﹤0.01%
40,439
-2,108
3248
$407K ﹤0.01%
18,773
-20,335
3249
$406K ﹤0.01%
44,435
+17,047
3250
$406K ﹤0.01%
108,225
+8,135