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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$221K ﹤0.01%
64,127
-17,602
3427
$220K ﹤0.01%
48,568
-7,745
3428
$219K ﹤0.01%
3,300
-42,300
3429
$217K ﹤0.01%
4,775
-403
3430
$217K ﹤0.01%
+2,974
3431
$214K ﹤0.01%
37,887
-5,506
3432
$214K ﹤0.01%
32,957
-165
3433
$214K ﹤0.01%
1,936
-1,836
3434
$212K ﹤0.01%
18,083
-15,784
3435
$212K ﹤0.01%
1,681
-8
3436
$208K ﹤0.01%
66,486
-16,681
3437
$208K ﹤0.01%
+6,558
3438
$208K ﹤0.01%
22,314
-112
3439
$205K ﹤0.01%
33,405
-168
3440
$205K ﹤0.01%
+10,067
3441
$204K ﹤0.01%
+10,968
3442
$203K ﹤0.01%
12,817
+2,114
3443
$202K ﹤0.01%
+69,680
3444
$202K ﹤0.01%
62,944
+9,068
3445
$202K ﹤0.01%
1,256
-937
3446
$201K ﹤0.01%
13,656
+6
3447
$201K ﹤0.01%
40,863
+1,661
3448
$200K ﹤0.01%
63,451
-20,748
3449
$200K ﹤0.01%
333,645
-1,668
3450
$199K ﹤0.01%
+22,381