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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$22.8M 0.01%
1,303,655
-16,391
1177
$22.7M 0.01%
326,854
+9,984
1178
$22.7M 0.01%
1,194,275
+611,197
1179
$22.6M 0.01%
881,924
+55,609
1180
$22.5M 0.01%
973,467
+13,851
1181
$22.5M 0.01%
438,710
+5,020
1182
$22.4M 0.01%
259,692
+117,170
1183
$22.4M 0.01%
3,590,880
+156,971
1184
$22.3M 0.01%
188,918
+20,059
1185
$22.2M 0.01%
174,521
-819
1186
$22M 0.01%
651,523
-14,794
1187
$22M 0.01%
902,598
-29,885
1188
$21.9M 0.01%
767,632
-23,994
1189
$21.9M 0.01%
851,335
+31,027
1190
$21.8M 0.01%
190,426
+23,970
1191
$21.8M 0.01%
194,132
+20,464
1192
$21.8M 0.01%
680,844
+520,485
1193
$21.8M 0.01%
2,293,065
+4,693
1194
$21.7M 0.01%
10,247,997
-4,830
1195
$21.7M 0.01%
1,124,752
-22,172
1196
$21.7M 0.01%
503,653
-13,254
1197
$21.6M 0.01%
669,141
+8,290
1198
$21.6M 0.01%
886,496
+55,497
1199
$21.5M 0.01%
372,805
+21,258
1200
$21.5M 0.01%
1,064,452
-195,946