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
1126
$30.9M 0.01%
1,329,634
+655,425
1127
$30.8M 0.01%
193,554
+81,014
1128
$30.8M 0.01%
1,467,228
+272,602
1129
$30.8M 0.01%
1,664,926
+71,106
1130
$30.7M 0.01%
926,584
-49,960
1131
$30.5M 0.01%
2,216,467
+1,316,969
1132
$30.5M 0.01%
237,497
-609
1133
$30.4M 0.01%
321,372
+109,817
1134
$30.4M 0.01%
742,031
+86,092
1135
$30.4M 0.01%
483,055
-3,122
1136
$30.4M 0.01%
334,824
-30,013
1137
$30.3M 0.01%
2,202,946
+494,557
1138
$30.2M 0.01%
1,412,336
+1,008,383
1139
$30.1M 0.01%
587,936
+207,127
1140
$30M 0.01%
488,134
-1,657,166
1141
$29.9M 0.01%
151,451
-89,477
1142
$29.9M 0.01%
738,632
+492,854
1143
$29.8M 0.01%
5,410,873
+2,555,897
1144
$29.8M 0.01%
482,308
+69,484
1145
$29.7M 0.01%
246,868
-81,740
1146
$29.6M 0.01%
306,713
+48,706
1147
$29.5M 0.01%
596,544
-7,637
1148
$29.5M 0.01%
514,082
-181,914
1149
$29.5M 0.01%
2,556,570
+66,939
1150
$29.3M 0.01%
393,881
+92,870