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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$116K ﹤0.01%
22,140
+198
3527
$115K ﹤0.01%
545,400
3528
$114K ﹤0.01%
+2,075
3529
$113K ﹤0.01%
17,770
-7,643
3530
$113K ﹤0.01%
33,117
3531
$111K ﹤0.01%
+10,132
3532
$110K ﹤0.01%
30,634
3533
$110K ﹤0.01%
+17,444
3534
$100K ﹤0.01%
24,016
-132
3535
$94K ﹤0.01%
14,997
-7,622
3536
$91K ﹤0.01%
7,823
-46,247
3537
$90K ﹤0.01%
176,044
+21,028
3538
$87K ﹤0.01%
21,274
-10,813
3539
$87K ﹤0.01%
245,128
+9,011
3540
$86K ﹤0.01%
969
+533
3541
$82K ﹤0.01%
13,492
-3,949
3542
$82K ﹤0.01%
310,340
+292,926
3543
$78K ﹤0.01%
1,157
-263
3544
$74K ﹤0.01%
19,465
-32,740
3545
$73K ﹤0.01%
6
-1
3546
$69K ﹤0.01%
2,564
-125
3547
$61K ﹤0.01%
25,961
3548
$59K ﹤0.01%
3,211
-2,792
3549
$58K ﹤0.01%
3,265
-5,584
3550
$51K ﹤0.01%
12,109
-11,864