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
3276
$382K ﹤0.01%
+13,772
3277
$381K ﹤0.01%
36,436
+3,171
3278
0
3279
$379K ﹤0.01%
28,141
-2,555
3280
$379K ﹤0.01%
3,680
+278
3281
$378K ﹤0.01%
44,036
-4,913
3282
$376K ﹤0.01%
7,827
-229
3283
$376K ﹤0.01%
2,146
-11
3284
$373K ﹤0.01%
18,678
-1,497
3285
$373K ﹤0.01%
+46,277
3286
$372K ﹤0.01%
44,735
+25,421
3287
$372K ﹤0.01%
131,851
-669
3288
$370K ﹤0.01%
35,855
-600
3289
$370K ﹤0.01%
+16,763
3290
$369K ﹤0.01%
90,524
+17,234
3291
$369K ﹤0.01%
51,705
+11,272
3292
$368K ﹤0.01%
41,575
+27,447
3293
$368K ﹤0.01%
87,331
-2,543,007
3294
$367K ﹤0.01%
394,759
-16,311
3295
$363K ﹤0.01%
191,142
-18,287
3296
$362K ﹤0.01%
1,012
-5
3297
$362K ﹤0.01%
28,593
-147
3298
$360K ﹤0.01%
10,782
-4,905
3299
$358K ﹤0.01%
3,562
+1,208
3300
$358K ﹤0.01%
47,333
-38,767