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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$180K ﹤0.01%
42,730
+290
3552
$179K ﹤0.01%
23,432
+914
3553
$177K ﹤0.01%
+17,209
3554
$176K ﹤0.01%
4,390
-256
3555
$176K ﹤0.01%
+15,851
3556
$170K ﹤0.01%
14,637
-529
3557
$167K ﹤0.01%
42,970
-13,136
3558
$166K ﹤0.01%
4,467
-28,450
3559
$165K ﹤0.01%
30,020
-4,612
3560
$165K ﹤0.01%
14,154
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3561
$165K ﹤0.01%
14,297
-1,763
3562
$164K ﹤0.01%
1,185
-1,530
3563
$162K ﹤0.01%
11,172
-7,460
3564
$162K ﹤0.01%
12,332
-5,294
3565
$161K ﹤0.01%
+11,672
3566
$160K ﹤0.01%
+21,609
3567
$158K ﹤0.01%
21,414
-201
3568
$158K ﹤0.01%
50,850
+174
3569
$156K ﹤0.01%
12,600
+2,207
3570
$156K ﹤0.01%
11,166
-467
3571
$155K ﹤0.01%
+3,611
3572
$155K ﹤0.01%
91,927
+624
3573
$154K ﹤0.01%
12,129
+270
3574
$154K ﹤0.01%
13,224
-136
3575
$154K ﹤0.01%
810
+6