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
3576
$76.2K ﹤0.01%
12,038
-125,545
3577
$75.5K ﹤0.01%
28,702
+1,088
3578
$72.3K ﹤0.01%
30,019
-360
3579
$72K ﹤0.01%
10,698
-816
3580
$71.9K ﹤0.01%
7,363
+5,924
3581
$71.7K ﹤0.01%
+35,315
3582
$71.7K ﹤0.01%
38,131
-2,015
3583
$71.3K ﹤0.01%
45,989
+27,777
3584
$70.6K ﹤0.01%
12,202
+48
3585
$70.6K ﹤0.01%
37,157
-2,326
3586
$69.3K ﹤0.01%
13,876
-871
3587
$68.5K ﹤0.01%
10,098
-370
3588
$67K ﹤0.01%
+31,031
3589
$66.4K ﹤0.01%
12,119
-619
3590
$66K ﹤0.01%
108,999
+71,485
3591
$65.3K ﹤0.01%
43,806
-3,501
3592
$63.4K ﹤0.01%
+39,846
3593
$62.7K ﹤0.01%
+45,141
3594
$62.3K ﹤0.01%
+12,526
3595
$62.2K ﹤0.01%
1,052
-94
3596
$59.9K ﹤0.01%
92,139
+53,390
3597
$59.8K ﹤0.01%
19,046
+161
3598
$59.6K ﹤0.01%
146,366
+70,568
3599
$58.8K ﹤0.01%
+10,413
3600
$57.4K ﹤0.01%
11,719
-630