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
$528B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,864
New
Increased
Reduced
Closed

Top Buys

1
+$658M
2
+$573M
3
+$480M
4
AMZN icon
Amazon
AMZN
+$448M
5
CP icon
Canadian Pacific Kansas City
CP
+$445M

Top Sells

1
+$493M
2
+$395M
3
+$364M
4
CME icon
CME Group
CME
+$316M
5
TMUS icon
T-Mobile US
TMUS
+$310M

Sector Composition

1 Technology 23.42%
2 Financials 13.31%
3 Industrials 11.27%
4 Healthcare 10.55%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3B 0.44%
13,493,604
+2,228,151
27
$2.18B 0.41%
18,303,640
-2,153,324
28
$2.09B 0.4%
4,219,974
+71,794
29
$2.04B 0.39%
7,647,852
-1,161,565
30
$2.03B 0.38%
7,561,374
-229,641
31
$1.94B 0.37%
11,189,061
+1,195,627
32
$1.92B 0.36%
9,599,522
+54,765
33
$1.89B 0.36%
3,078,686
+36,513
34
$1.8B 0.34%
3,859,539
+40,931
35
$1.76B 0.33%
9,119,806
-203,460
36
$1.75B 0.33%
8,367,049
+1,246,863
37
$1.7B 0.32%
11,328,158
+491,894
38
$1.68B 0.32%
16,624,940
+834,274
39
$1.64B 0.31%
22,830,498
-1,736,435
40
$1.63B 0.31%
354,053
+13,806
41
$1.62B 0.31%
8,055,774
-1,245,025
42
$1.61B 0.31%
2,951,510
-59,073
43
$1.55B 0.29%
17,882,217
-1,529,206
44
$1.53B 0.29%
16,980,592
+1,535,308
45
$1.51B 0.29%
9,846,093
+215,900
46
$1.5B 0.28%
17,746,956
+2,998,716
47
$1.49B 0.28%
40,497,249
-4,678,720
48
$1.48B 0.28%
14,045,831
-1,524,415
49
$1.46B 0.28%
4,664,299
+386,392
50
$1.46B 0.28%
3,796,947
-368,418
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