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
3251
$350K ﹤0.01%
8,207
+998
3252
$350K ﹤0.01%
58,387
-8,552
3253
$350K ﹤0.01%
22,293
+821
3254
$349K ﹤0.01%
164,034
-236
3255
$349K ﹤0.01%
23,147
+851
3256
$349K ﹤0.01%
54,658
-3,651
3257
$346K ﹤0.01%
6,239
+289
3258
$346K ﹤0.01%
8,213
+173
3259
$345K ﹤0.01%
128,214
-215
3260
$344K ﹤0.01%
10,334
+353
3261
$342K ﹤0.01%
119,698
-147,449
3262
$340K ﹤0.01%
36,270
+162
3263
$339K ﹤0.01%
32,223
+1,169
3264
$338K ﹤0.01%
98,007
-16,381
3265
$336K ﹤0.01%
45,455
+189
3266
$335K ﹤0.01%
24,179
-647
3267
$335K ﹤0.01%
18,035
-14,724
3268
$334K ﹤0.01%
119,127
-1,011
3269
$333K ﹤0.01%
49,029
-16,215
3270
$333K ﹤0.01%
1,862
+117
3271
$331K ﹤0.01%
17,074
-27,088
3272
$330K ﹤0.01%
98,999
+432
3273
$328K ﹤0.01%
24,587
+1,064
3274
$327K ﹤0.01%
55,339
-2,993
3275
$327K ﹤0.01%
41,700
+8,889