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
3801
0
3802
$24.1K ﹤0.01%
19,627
-1,882
3803
$23.5K ﹤0.01%
+693
3804
$21.5K ﹤0.01%
+13,461
3805
$21.5K ﹤0.01%
1,835
-27,214
3806
$20.9K ﹤0.01%
+12,073
3807
$20.5K ﹤0.01%
12,154
3808
$20.4K ﹤0.01%
836
-339,944
3809
$20.3K ﹤0.01%
+570
3810
$20K ﹤0.01%
16,920
-1,246
3811
$19.8K ﹤0.01%
2,001
+26
3812
$19.7K ﹤0.01%
+10,550
3813
$19.5K ﹤0.01%
13,281
3814
$19.5K ﹤0.01%
54,810
-6,092
3815
$18.4K ﹤0.01%
11,157
-1,485
3816
$18.3K ﹤0.01%
1,270
+367
3817
$18.3K ﹤0.01%
30,301
-11,473
3818
$18.2K ﹤0.01%
27,276
3819
$18.1K ﹤0.01%
703
-259,780
3820
$17.8K ﹤0.01%
11,108
-113,102
3821
$17.4K ﹤0.01%
1,999
+1
3822
$17.2K ﹤0.01%
35,811
+1,186
3823
$17K ﹤0.01%
482
-54
3824
$16.4K ﹤0.01%
3,651
3825
$16.4K ﹤0.01%
29,241
-2,651