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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$383K ﹤0.01%
7,520
+564
3427
$383K ﹤0.01%
136,143
+9,649
3428
$381K ﹤0.01%
4,146
+146
3429
$380K ﹤0.01%
24,183
+3,187
3430
$379K ﹤0.01%
89,185
+3,071
3431
$379K ﹤0.01%
2,031
3432
$378K ﹤0.01%
14,967
+1,178
3433
$378K ﹤0.01%
18,872
-11,745
3434
$378K ﹤0.01%
11,414
+2,218
3435
$378K ﹤0.01%
6,951
+2,080
3436
$377K ﹤0.01%
6,674
-45,010
3437
$375K ﹤0.01%
+15,228
3438
$373K ﹤0.01%
54,541
-27,004
3439
$373K ﹤0.01%
32,252
+2,693
3440
$371K ﹤0.01%
9,144
-72,854
3441
$369K ﹤0.01%
88,924
+3,109
3442
$368K ﹤0.01%
19,951
+4,124
3443
$368K ﹤0.01%
71,956
+7,844
3444
$364K ﹤0.01%
4,132
+145
3445
$362K ﹤0.01%
23,058
+2,115
3446
$362K ﹤0.01%
9,459
+1,911
3447
$362K ﹤0.01%
3,900
+299
3448
$362K ﹤0.01%
26,930
+2,716
3449
$361K ﹤0.01%
22,803
+1,330
3450
$361K ﹤0.01%
5,650
+557