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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$65K ﹤0.01%
24,896
+13,274
3727
$64.6K ﹤0.01%
42,517
-3,815
3728
$64.4K ﹤0.01%
546
-7,490
3729
$64.1K ﹤0.01%
697
+425
3730
$62.6K ﹤0.01%
19,450
-1,886
3731
$61.9K ﹤0.01%
13,583
-1,618
3732
$61.7K ﹤0.01%
985
-68
3733
$60.4K ﹤0.01%
11,125
-101,936
3734
$59.6K ﹤0.01%
39,987
+24
3735
$59.3K ﹤0.01%
34,674
-2,865
3736
$58.2K ﹤0.01%
26,463
-134
3737
$58K ﹤0.01%
57,411
+23,014
3738
$57.6K ﹤0.01%
25,609
-62,073
3739
$57.6K ﹤0.01%
950
-78
3740
$57.4K ﹤0.01%
+386
3741
$56.6K ﹤0.01%
10,672
-2,871
3742
$56.1K ﹤0.01%
10,321
-881
3743
$55.9K ﹤0.01%
58,213
+12,448
3744
$55.7K ﹤0.01%
26,381
+6,356
3745
$54.5K ﹤0.01%
1,426
-130
3746
$53.6K ﹤0.01%
31,010
+34
3747
$52.2K ﹤0.01%
7,555
-411
3748
$51.8K ﹤0.01%
+17,504
3749
$51.7K ﹤0.01%
18,318
-2,042
3750
$49.7K ﹤0.01%
7,314
+29