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
$635B
AUM Growth
+$46.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,878
New
Increased
Reduced
Closed

Top Buys

1 +$953M
2 +$852M
3 +$663M
4
ABT icon
Abbott
ABT
+$631M
5
V icon
Visa
V
+$443M

Top Sells

1 +$1.49B
2 +$703M
3 +$614M
4
NOW icon
ServiceNow
NOW
+$425M
5
ISRG icon
Intuitive Surgical
ISRG
+$404M

Sector Composition

1 Technology 27.92%
2 Financials 12.41%
3 Industrials 11.53%
4 Consumer Discretionary 9.95%
5 Healthcare 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RDUS
3801
DELISTED
Radius Recycling
RDUS
-112,413
RSKD icon
3802
Riskified
RSKD
$774M
-10,939
TCX icon
3803
Tucows
TCX
$225M
-13,516