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
3226
$375K ﹤0.01%
7,216
-5,694
3227
$375K ﹤0.01%
28,925
-708,297
3228
$374K ﹤0.01%
+30,095
3229
$372K ﹤0.01%
215,313
-64,450
3230
$372K ﹤0.01%
14,564
+264
3231
$371K ﹤0.01%
45,576
-45,288
3232
$371K ﹤0.01%
12,406
-6,967
3233
$370K ﹤0.01%
69,212
+684
3234
$368K ﹤0.01%
64,546
-953
3235
$364K ﹤0.01%
15,923
-264,660
3236
$363K ﹤0.01%
23,123
+7,745
3237
$362K ﹤0.01%
32,818
-48
3238
$361K ﹤0.01%
65,818
-2,931
3239
$361K ﹤0.01%
737
-177
3240
$360K ﹤0.01%
23,836
+2,302
3241
$360K ﹤0.01%
70,636
-29,337
3242
$358K ﹤0.01%
44,474
+351
3243
$358K ﹤0.01%
29,071
+27
3244
$357K ﹤0.01%
101,878
-218
3245
$354K ﹤0.01%
29,144
-21,066
3246
$354K ﹤0.01%
45,497
-13,034
3247
$353K ﹤0.01%
168,956
+729
3248
$353K ﹤0.01%
88,449
-1,847
3249
$351K ﹤0.01%
46,591
-28,216
3250
$351K ﹤0.01%
21,112
-8,224