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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$19.8M 0.01%
1,753,767
-162,521
1152
$19.7M 0.01%
626,020
-353,226
1153
$19.7M 0.01%
266,943
-25,113
1154
$19.6M 0.01%
373,785
+66,446
1155
$19.5M 0.01%
1,008,940
-28,324
1156
$19.5M 0.01%
852,162
-81,766
1157
$19.4M 0.01%
4,108,209
-31,942
1158
$19.4M 0.01%
188,204
-17,624
1159
$19.4M 0.01%
1,118,566
-346,412
1160
$19.3M 0.01%
489,365
-137,590
1161
$19.3M 0.01%
431,602
-36,552
1162
$19.3M 0.01%
3,733,067
+3,587,978
1163
$19.1M 0.01%
581,081
-16,916
1164
$19.1M 0.01%
157,475
-7,721
1165
$19.1M 0.01%
334,750
+4,320
1166
$19.1M 0.01%
879,955
+133,330
1167
$19M 0.01%
183,615
+40,716
1168
$19M 0.01%
366,966
+9,232
1169
$19M 0.01%
430,358
+23,539
1170
$18.8M 0.01%
1,994,058
-131,903
1171
$18.8M 0.01%
1,421,477
-11,262
1172
$18.7M 0.01%
52,493
-366
1173
$18.7M 0.01%
637,017
+46,704
1174
$18.6M 0.01%
117,994
+12,175
1175
$18.6M 0.01%
664,160
+174,330