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
801
$73.1M 0.02%
538,234
+57,722
802
$73M 0.02%
1,573,207
-66,767
803
$72.7M 0.02%
1,883,236
-133,955
804
$72.4M 0.02%
334,440
+2,254
805
$72.1M 0.02%
1,504,393
-36,371
806
$72M 0.02%
1,513,563
+75,569
807
$71.9M 0.02%
3,986,586
+446,008
808
$71.9M 0.02%
1,989,844
-277,537
809
$71.8M 0.02%
1,774,372
+75,412
810
$71.8M 0.02%
2,315,865
-1,190,853
811
$71.3M 0.02%
3,371,973
-432,374
812
$71.1M 0.02%
1,404,953
-243,461
813
$70.8M 0.02%
12,764,154
+3,094,584
814
$70.7M 0.02%
1,106,330
+136,376
815
$70.6M 0.02%
2,286,121
-233,351
816
$70.5M 0.02%
1,105,882
-28,765
817
$70.1M 0.02%
658,537
+63,233
818
$69.5M 0.02%
4,259,786
+529,668
819
$69.4M 0.02%
1,369,546
-276,334
820
$69.1M 0.02%
3,306,573
-193,333
821
$68.5M 0.02%
3,671,145
-951,995
822
$68.5M 0.02%
481,984
+98,763
823
$68.3M 0.02%
720,985
+50,606
824
$68M 0.02%
434,334
+15,374
825
$67.3M 0.02%
1,735,143
+7,210