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
3776
$34.5K ﹤0.01%
+28,493
3777
$34.3K ﹤0.01%
19,046
-193
3778
$33.6K ﹤0.01%
+1,388
3779
$31.9K ﹤0.01%
19,190
-2,703
3780
$31.1K ﹤0.01%
3,347
-1,032
3781
$30.9K ﹤0.01%
1,225
3782
$30.1K ﹤0.01%
+19,039
3783
$29.6K ﹤0.01%
1,636
-2,491
3784
$29.4K ﹤0.01%
10,707
-468
3785
$29.4K ﹤0.01%
487
-49
3786
$29K ﹤0.01%
40,874
-1,841
3787
$29K ﹤0.01%
2,248
-268
3788
$27.7K ﹤0.01%
13,987
3789
$27.7K ﹤0.01%
17,394
-1,423
3790
$27.6K ﹤0.01%
12,009
3791
$27.4K ﹤0.01%
+12,134
3792
$27.2K ﹤0.01%
36,849
-5,814
3793
$27.1K ﹤0.01%
8,049
-775
3794
$27.1K ﹤0.01%
18,067
+2,066
3795
$26.7K ﹤0.01%
4,107
-395
3796
$26.5K ﹤0.01%
1,003
+482
3797
$25.6K ﹤0.01%
5,819
3798
$25.4K ﹤0.01%
17,032
-86
3799
$25.3K ﹤0.01%
709
-151
3800
$25.2K ﹤0.01%
199
+1