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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$570M
3 +$354M
4
VALE icon
Vale
VALE
+$342M
5
LLY icon
Eli Lilly
LLY
+$322M

Top Sells

1 +$782M
2 +$540M
3 +$466M
4
CPRI icon
Capri Holdings
CPRI
+$376M
5
MSFT icon
Microsoft
MSFT
+$316M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$239K ﹤0.01%
1,221
-916
3377
$238K ﹤0.01%
107,402
-4,328
3378
$238K ﹤0.01%
25,497
+2,340
3379
$236K ﹤0.01%
67,330
-2,900
3380
$236K ﹤0.01%
181,809
+6,265
3381
$235K ﹤0.01%
+9,072
3382
$233K ﹤0.01%
43,960
-1,899
3383
$233K ﹤0.01%
17,197
+5,313
3384
$232K ﹤0.01%
67,176
-2,900
3385
$230K ﹤0.01%
17,065
+3,403
3386
$230K ﹤0.01%
50,736
+5,471
3387
$229K ﹤0.01%
36,634
-1,594
3388
$228K ﹤0.01%
+15,363
3389
$226K ﹤0.01%
19,977
+824
3390
$226K ﹤0.01%
16,442
+1,548
3391
$225K ﹤0.01%
26,006
+7,736
3392
$224K ﹤0.01%
+383
3393
$224K ﹤0.01%
62,543
+3,284
3394
$222K ﹤0.01%
9,041
-1,155
3395
$222K ﹤0.01%
8,453
-5,920
3396
$220K ﹤0.01%
59,115
-2,705
3397
$218K ﹤0.01%
152,214
-6,562
3398
$218K ﹤0.01%
24,337
-4,371
3399
$217K ﹤0.01%
+1,402
3400
$217K ﹤0.01%
+3,520