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
$528B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,864
New
Increased
Reduced
Closed

Top Buys

1 +$658M
2 +$573M
3 +$480M
4
AMZN icon
Amazon
AMZN
+$448M
5
CP icon
Canadian Pacific Kansas City
CP
+$445M

Top Sells

1 +$493M
2 +$395M
3 +$364M
4
CME icon
CME Group
CME
+$316M
5
TMUS icon
T-Mobile US
TMUS
+$310M

Sector Composition

1 Technology 23.42%
2 Financials 13.31%
3 Industrials 11.27%
4 Healthcare 10.55%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$135K ﹤0.01%
14,248
-430
3502
$135K ﹤0.01%
17,796
-825
3503
$135K ﹤0.01%
117,062
-28,562
3504
$134K ﹤0.01%
59,862
-16,992
3505
$133K ﹤0.01%
188,678
+15,125
3506
$132K ﹤0.01%
132,478
-44,051
3507
$132K ﹤0.01%
285,759
+181,265
3508
$128K ﹤0.01%
46,841
-2,255
3509
$128K ﹤0.01%
132,220
-35,658
3510
$128K ﹤0.01%
69,396
+57,399
3511
$124K ﹤0.01%
103,657
+66,336
3512
$124K ﹤0.01%
92,368
-51
3513
$124K ﹤0.01%
123,655
+74,406
3514
$124K ﹤0.01%
109,402
-32,882
3515
$123K ﹤0.01%
+35,895
3516
$123K ﹤0.01%
+15,991
3517
$120K ﹤0.01%
10,375
-454
3518
$120K ﹤0.01%
16,092
+2,643
3519
$120K ﹤0.01%
26,692
+293
3520
$118K ﹤0.01%
174,895
-3,727
3521
$118K ﹤0.01%
53,581
-17,191
3522
$115K ﹤0.01%
37,900
+27,455
3523
$115K ﹤0.01%
28,266
+16,818
3524
$112K ﹤0.01%
14,112
-1,138
3525
$111K ﹤0.01%
13,448
-567,041