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
1126
$30.5M 0.01%
450,871
-18,978
1127
$30.5M 0.01%
2,392,685
+9,571
1128
$30.3M 0.01%
416,957
-43,808
1129
$30.2M 0.01%
374,172
-100,005
1130
$30.2M 0.01%
333,857
-80,945
1131
$30.2M 0.01%
1,748,628
+193,623
1132
$30.1M 0.01%
1,857,480
-189,459
1133
$30.1M 0.01%
3,789,230
-19,188
1134
$30.1M 0.01%
472,013
-36,982
1135
$30M 0.01%
353,953
-13,852
1136
$29.9M 0.01%
74,442
+3,851
1137
$29.8M 0.01%
905,818
+95,079
1138
$29.8M 0.01%
551,195
-607
1139
$29.7M 0.01%
355,340
+48,857
1140
$29.7M 0.01%
229,565
-1,935
1141
$29.6M 0.01%
305,460
+108,045
1142
$29.6M 0.01%
512,380
+29,399
1143
$29.4M 0.01%
433,891
+140,228
1144
$29.3M 0.01%
870,322
-57,200
1145
$29.3M 0.01%
536,471
-3,206
1146
$29.3M 0.01%
883,334
+25,078
1147
$29.3M 0.01%
313,743
+229,816
1148
$29.2M 0.01%
1,136,250
+207,990
1149
$29.2M 0.01%
269,314
-19,201
1150
$29.2M 0.01%
1,129,138
+122,628