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
3501
$322K ﹤0.01%
26,274
+922
3502
$320K ﹤0.01%
16,044
+2,326
3503
$318K ﹤0.01%
22,302
-37,279
3504
$318K ﹤0.01%
38,122
+2,952
3505
$316K ﹤0.01%
13,277
+3,122
3506
$315K ﹤0.01%
3,041
+333
3507
$314K ﹤0.01%
13,114
+1,029
3508
$314K ﹤0.01%
51,874
-259
3509
$313K ﹤0.01%
1,455
+217
3510
$312K ﹤0.01%
40,195
+1,404
3511
$310K ﹤0.01%
9,043
+304
3512
$310K ﹤0.01%
4,775
+387
3513
$309K ﹤0.01%
3,767
+915
3514
$308K ﹤0.01%
21,787
+9,027
3515
$307K ﹤0.01%
12,685
+1,175
3516
$306K ﹤0.01%
38,164
+2,450
3517
$306K ﹤0.01%
10,414
-9,951
3518
$305K ﹤0.01%
25,173
+4,758
3519
$303K ﹤0.01%
1,288
+206
3520
$303K ﹤0.01%
20,891
-106
3521
$303K ﹤0.01%
122,498
+8,965
3522
$302K ﹤0.01%
24,898
-44,755
3523
$302K ﹤0.01%
2,131
+126
3524
$301K ﹤0.01%
15,599
+1,065
3525
$301K ﹤0.01%
4,582
+418