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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$39.3M 0.01%
1,174,239
+65,670
1027
$39.2M 0.01%
530,520
+232,041
1028
$39.1M 0.01%
341,550
-3,043
1029
$39.1M 0.01%
419,020
-13,015
1030
$39M 0.01%
542,670
+245,406
1031
$38.8M 0.01%
1,133,850
-4,300
1032
$38.8M 0.01%
650,433
+44,375
1033
$38.8M 0.01%
504,778
+21,680
1034
$38.7M 0.01%
694,586
-11,414
1035
$38.6M 0.01%
1,527,510
+412,595
1036
$38.4M 0.01%
8,048,273
-453,170
1037
$38.3M 0.01%
325,616
-34,007
1038
$38.1M 0.01%
2,118,340
-417,210
1039
$37.9M 0.01%
1,207,009
-86,009
1040
$37.9M 0.01%
2,743,120
-809,891
1041
$37.9M 0.01%
157,591
-8,650
1042
$37.8M 0.01%
504,730
-125,111
1043
$37.7M 0.01%
2,311,128
-410,479
1044
$37.6M 0.01%
1,189,023
-706,049
1045
$37.6M 0.01%
546,700
+93,528
1046
$37.5M 0.01%
1,873,995
-239,621
1047
$37.4M 0.01%
561,081
-20,259
1048
$37.3M 0.01%
521,887
-232,676
1049
$37.3M 0.01%
1,430,293
+605,014
1050
$37.1M 0.01%
1,439,237
-88,073