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
3351
$253K ﹤0.01%
15,024
-6,971
3352
$252K ﹤0.01%
45,380
+2,803
3353
$252K ﹤0.01%
25,231
+314
3354
$252K ﹤0.01%
166,867
-104,328
3355
$250K ﹤0.01%
183,764
+810
3356
$248K ﹤0.01%
99,702
+432
3357
$244K ﹤0.01%
39,236
+611
3358
$244K ﹤0.01%
35,181
-114,766
3359
$242K ﹤0.01%
+5,697
3360
$242K ﹤0.01%
3,921
-124,873
3361
$241K ﹤0.01%
25,978
+106
3362
$240K ﹤0.01%
5,942
-586
3363
$239K ﹤0.01%
32,343
-998
3364
$239K ﹤0.01%
45,791
-2,124
3365
$237K ﹤0.01%
14,705
+3,276
3366
$236K ﹤0.01%
+3,841
3367
$236K ﹤0.01%
23,692
+369
3368
$236K ﹤0.01%
30,630
+3,058
3369
$234K ﹤0.01%
62,785
+1,770
3370
$232K ﹤0.01%
72,373
+490
3371
$229K ﹤0.01%
23,924
+6,756
3372
$227K ﹤0.01%
9,357
+170
3373
$226K ﹤0.01%
22,082
-538
3374
$226K ﹤0.01%
4,115
-32,200
3375
$224K ﹤0.01%
51,305
-8,493