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
3701
$18.2K ﹤0.01%
1,531
+191
3702
$17.6K ﹤0.01%
23,383
3703
$16.9K ﹤0.01%
955
3704
$15.4K ﹤0.01%
12,975
3705
$12.2K ﹤0.01%
30,803
3706
$11.7K ﹤0.01%
+14,057
3707
$11.2K ﹤0.01%
2,526
3708
$9.25K ﹤0.01%
18,616
3709
$6.61K ﹤0.01%
+29
3710
$2.19K ﹤0.01%
72
3711
-333,354
3712
-605,066
3713
-17,583
3714
-11,035
3715
-6,558
3716
-433,023
3717
-26,524
3718
-23,742
3719
-4,056
3720
-17,094
3721
-13,903
3722
-13,044
3723
-80,401
3724
-11,312
3725
0