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
$371B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,973
New
Increased
Reduced
Closed

Top Buys

1 +$454M
2 +$432M
3 +$427M
4
PM icon
Philip Morris
PM
+$398M
5
KVUE icon
Kenvue
KVUE
+$301M

Top Sells

1 +$475M
2 +$472M
3 +$414M
4
MRK icon
Merck
MRK
+$384M
5
META icon
Meta Platforms (Facebook)
META
+$380M

Sector Composition

1 Technology 21.9%
2 Healthcare 11.83%
3 Financials 11.72%
4 Industrials 11.17%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$43.3K ﹤0.01%
+10,647
3652
$43.1K ﹤0.01%
11,996
3653
$42.9K ﹤0.01%
1,160
+6
3654
$41.6K ﹤0.01%
10,480
3655
$41.5K ﹤0.01%
10,322
-6,785
3656
$41.4K ﹤0.01%
1,066
3657
$40.6K ﹤0.01%
17,646
3658
$39.8K ﹤0.01%
2,111
+860
3659
$36.6K ﹤0.01%
3,926
+31
3660
$36.1K ﹤0.01%
11,988
+96
3661
$35.8K ﹤0.01%
45,906
+10,914
3662
$35.2K ﹤0.01%
340
+7
3663
$35K ﹤0.01%
16,046
3664
$35K ﹤0.01%
1,901
+167
3665
$34.4K ﹤0.01%
11,907
3666
$33.6K ﹤0.01%
1,962
3667
$32.5K ﹤0.01%
+14,081
3668
$30.8K ﹤0.01%
726
3669
$30.7K ﹤0.01%
76,797
+3,548
3670
$30.5K ﹤0.01%
28,522
+5,589
3671
$30.4K ﹤0.01%
17,857
+53
3672
$30.3K ﹤0.01%
40,247
+12,975
3673
$29.8K ﹤0.01%
21,761
3674
$29.8K ﹤0.01%
20,697
+6,772
3675
$29.3K ﹤0.01%
634