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
726
$94.6M 0.03%
451,162
+41,725
727
$94.3M 0.03%
1,483,930
-57,902
728
$94.2M 0.03%
360,329
-16,353
729
$94M 0.03%
1,776,031
+93,238
730
$93.8M 0.03%
1,127,578
+98,191
731
$93.8M 0.03%
1,228,236
-45,871
732
$93.4M 0.03%
680,502
+63,341
733
$93M 0.03%
3,090,951
+566,050
734
$92.7M 0.03%
3,250,698
-27,645
735
$92.3M 0.03%
1,675,776
+506,041
736
$92.3M 0.03%
1,053,426
+62,612
737
$91.9M 0.03%
1,415,728
+451,080
738
$91.1M 0.03%
3,771,188
+305,317
739
$90.8M 0.03%
6,003,307
+119,111
740
$90.3M 0.03%
1,320,452
-77,159
741
$90M 0.03%
2,301,831
+68,564
742
$89M 0.03%
801,919
+78,539
743
$88.6M 0.03%
2,184,402
-31,428
744
$88.5M 0.03%
3,537,264
+390,383
745
$88.4M 0.03%
948,950
+21,486
746
$86.9M 0.03%
9,680,770
+429,122
747
$86.5M 0.03%
521,441
+19,107
748
$86.1M 0.03%
814,607
+103,559
749
$86M 0.03%
4,448,532
-1,634,773
750
$86M 0.03%
143,660
+67,916