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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$243K ﹤0.01%
169,962
+1,988
3452
$243K ﹤0.01%
12,554
+780
3453
$243K ﹤0.01%
+23,825
3454
$242K ﹤0.01%
24,744
-8,458
3455
$242K ﹤0.01%
56,835
+7,401
3456
$240K ﹤0.01%
24,606
+1,899
3457
$240K ﹤0.01%
10,306
-6,734
3458
$240K ﹤0.01%
142,581
+1,633
3459
$239K ﹤0.01%
46,592
-361
3460
$238K ﹤0.01%
+100,353
3461
$237K ﹤0.01%
7,578
+328
3462
$235K ﹤0.01%
+8,397
3463
$235K ﹤0.01%
+2,906
3464
$235K ﹤0.01%
+23,523
3465
$234K ﹤0.01%
+167,210
3466
$234K ﹤0.01%
95,377
-3,990
3467
$232K ﹤0.01%
89,041
-808,471
3468
$231K ﹤0.01%
+19,851
3469
$231K ﹤0.01%
+42,343
3470
$230K ﹤0.01%
+37,559
3471
$230K ﹤0.01%
+22,244
3472
$230K ﹤0.01%
145,512
-134,118
3473
$230K ﹤0.01%
115,408
-9,144
3474
$229K ﹤0.01%
+38,625
3475
$227K ﹤0.01%
+22,274