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
3601
$56.4K ﹤0.01%
+24,169
3602
$53.8K ﹤0.01%
58,974
-6,721
3603
$53.8K ﹤0.01%
24,146
+12,893
3604
$53.7K ﹤0.01%
92,274
-878
3605
$52.4K ﹤0.01%
15,049
-491
3606
$52.1K ﹤0.01%
17,794
-634
3607
$51.6K ﹤0.01%
29,460
-788
3608
$51.4K ﹤0.01%
30,145
-782
3609
$50.8K ﹤0.01%
+10,994
3610
$50.7K ﹤0.01%
32,738
+11,381
3611
$50.1K ﹤0.01%
38,104
-9,520
3612
$48.7K ﹤0.01%
13,869
-321
3613
$48.4K ﹤0.01%
22,742
-2,432
3614
$48.3K ﹤0.01%
13,124
-584
3615
$48.1K ﹤0.01%
18,150
+230
3616
$48.1K ﹤0.01%
+43,697
3617
$46K ﹤0.01%
+73,836
3618
$45.8K ﹤0.01%
26,025
-971
3619
$45.8K ﹤0.01%
13,789
+2,344
3620
$44.9K ﹤0.01%
39,769
-1,688
3621
$43.7K ﹤0.01%
11,331
-252
3622
$43.5K ﹤0.01%
+36,576
3623
$42.9K ﹤0.01%
42,470
-2,072
3624
$42.4K ﹤0.01%
+1,412,229
3625
$41.5K ﹤0.01%
+36,127