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
$420B
AUM Growth
+$49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$602M
3 +$492M
4
AIG icon
American International
AIG
+$465M
5
AMD icon
Advanced Micro Devices
AMD
+$421M

Top Sells

1 +$426M
2 +$393M
3 +$367M
4
SNPS icon
Synopsys
SNPS
+$350M
5
MANH icon
Manhattan Associates
MANH
+$290M

Sector Composition

1 Technology 23.38%
2 Financials 12.14%
3 Industrials 11.34%
4 Healthcare 11.18%
5 Consumer Discretionary 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$50.1M 0.01%
625,131
-55,440
1002
$49.9M 0.01%
4,618,035
+311,158
1003
$49.9M 0.01%
1,904,909
+205,329
1004
$49.5M 0.01%
225,328
-2,880
1005
$49.4M 0.01%
1,721,643
+867,253
1006
$49.4M 0.01%
510,855
-104,153
1007
$49.3M 0.01%
2,583,448
+1,489,651
1008
$49.3M 0.01%
1,854,540
+196,387
1009
$49.2M 0.01%
258,284
-448,537
1010
$49.1M 0.01%
426,384
+11,880
1011
$49M 0.01%
846,543
-158,739
1012
$48.8M 0.01%
1,094,473
+166,929
1013
$48.8M 0.01%
322,050
+58,386
1014
$48.6M 0.01%
227,577
+171,071
1015
$48.4M 0.01%
452,514
-149,842
1016
$48.3M 0.01%
1,150,683
+128,528
1017
$48.2M 0.01%
2,231,179
+311,599
1018
$48.2M 0.01%
5,567,652
-518,970
1019
$48M 0.01%
631,287
+35,160
1020
$48M 0.01%
7,936,450
+28,999
1021
$47.9M 0.01%
857,971
-96,266
1022
$47.6M 0.01%
268,442
-16,225
1023
$47.6M 0.01%
3,841,086
+1,463,335
1024
$47.4M 0.01%
435,576
+7,298
1025
$47.4M 0.01%
872,859
+85,781