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
3401
$278K ﹤0.01%
45,006
+16,182
3402
$278K ﹤0.01%
+16,903
3403
$277K ﹤0.01%
4,780
+564
3404
$276K ﹤0.01%
8,049
-630
3405
$276K ﹤0.01%
289,428
-21,083
3406
$274K ﹤0.01%
40,012
-204
3407
$274K ﹤0.01%
144,959
-735
3408
$274K ﹤0.01%
+25,294
3409
$274K ﹤0.01%
46,941
-4,651
3410
$273K ﹤0.01%
7,176
-25,954
3411
$271K ﹤0.01%
37,786
+13,897
3412
$271K ﹤0.01%
10,115
-959
3413
$270K ﹤0.01%
19,874
+521
3414
$270K ﹤0.01%
10,567
+2,977
3415
$270K ﹤0.01%
25,782
+14,468
3416
$269K ﹤0.01%
10,867
3417
$269K ﹤0.01%
+23,124
3418
$269K ﹤0.01%
9,255
-65
3419
$268K ﹤0.01%
37,026
-189
3420
$267K ﹤0.01%
+21,026
3421
$266K ﹤0.01%
86,343
+1,495
3422
$265K ﹤0.01%
+9,856
3423
$265K ﹤0.01%
3,245
-235,087
3424
$265K ﹤0.01%
72,530
-7,149
3425
$264K ﹤0.01%
41,660
-258