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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$388K ﹤0.01%
291,894
-1,301
3252
$386K ﹤0.01%
97,322
-1,864
3253
$384K ﹤0.01%
61,169
-1,286
3254
$384K ﹤0.01%
102,094
-1,819
3255
$381K ﹤0.01%
165,783
-2,956
3256
$381K ﹤0.01%
18,140
-50
3257
$381K ﹤0.01%
31,042
-267
3258
$380K ﹤0.01%
70,968
+312
3259
$380K ﹤0.01%
20,259
-1,822
3260
$379K ﹤0.01%
130,610
-25,556
3261
$378K ﹤0.01%
14,846
-60
3262
$377K ﹤0.01%
9,809
-1,771
3263
$377K ﹤0.01%
78,234
-390
3264
$377K ﹤0.01%
16,216
-546
3265
$376K ﹤0.01%
21,474
+1,775
3266
$375K ﹤0.01%
39,607
-4,348
3267
$373K ﹤0.01%
466,126
-16,752
3268
$373K ﹤0.01%
310,666
-737,180
3269
$372K ﹤0.01%
+38,079
3270
$371K ﹤0.01%
31,311
+3,697
3271
$370K ﹤0.01%
31,955
-162
3272
$369K ﹤0.01%
31,450
-5,390
3273
$369K ﹤0.01%
60,510
+16,104
3274
$368K ﹤0.01%
37,063
-4,069
3275
$368K ﹤0.01%
10,236
-2,474