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
3476
$236K ﹤0.01%
16,580
-508,381
3477
$236K ﹤0.01%
34,885
-190,971
3478
$235K ﹤0.01%
240,221
-17,982,785
3479
$234K ﹤0.01%
47,202
-240
3480
$234K ﹤0.01%
+16,845
3481
$233K ﹤0.01%
81,870
+17,276
3482
$233K ﹤0.01%
2,840
-23
3483
$231K ﹤0.01%
10,077
-1,307
3484
$231K ﹤0.01%
82,492
-6,201
3485
$231K ﹤0.01%
+8,439
3486
$231K ﹤0.01%
14,211
-62,302
3487
$230K ﹤0.01%
+6,793
3488
$226K ﹤0.01%
+11,534
3489
$225K ﹤0.01%
93,342
+36,343
3490
$224K ﹤0.01%
49,271
-207
3491
$223K ﹤0.01%
5,872
-575,202
3492
$223K ﹤0.01%
48,437
-2,704
3493
$222K ﹤0.01%
53,936
-5,317
3494
$221K ﹤0.01%
12,268
+16
3495
$220K ﹤0.01%
329,295
-1,668
3496
$220K ﹤0.01%
25,223
-1,489
3497
$220K ﹤0.01%
73,560
-3,518
3498
$220K ﹤0.01%
+21,404
3499
$219K ﹤0.01%
87,778
+4,124
3500
$217K ﹤0.01%
+37,469