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
3326
$337K ﹤0.01%
18,270
+2,414
3327
$336K ﹤0.01%
+53,145
3328
$335K ﹤0.01%
124,428
+4,235
3329
$335K ﹤0.01%
18,281
-366
3330
$334K ﹤0.01%
79,180
-405
3331
$333K ﹤0.01%
+16,057
3332
$330K ﹤0.01%
+1,316
3333
$330K ﹤0.01%
23,544
-2,247
3334
$329K ﹤0.01%
63,000
-21,130
3335
$329K ﹤0.01%
10,053
-3,185
3336
$328K ﹤0.01%
16,063
-15,765
3337
$328K ﹤0.01%
40,522
-2,750
3338
$328K ﹤0.01%
32,593
+14,994
3339
$328K ﹤0.01%
4,017
+7
3340
$328K ﹤0.01%
105,315
-534
3341
$327K ﹤0.01%
18,856
-18,591
3342
$326K ﹤0.01%
56,208
-289
3343
$325K ﹤0.01%
+10,499
3344
$325K ﹤0.01%
42,627
-276,255
3345
$325K ﹤0.01%
8,611
-10,534
3346
$324K ﹤0.01%
118,765
+31,182
3347
$321K ﹤0.01%
28,602
-496
3348
$320K ﹤0.01%
190,488
-21,320
3349
$319K ﹤0.01%
+88,746
3350
$318K ﹤0.01%
36,725
+24,558