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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$37.2M 0.01%
524,872
-15,408
1177
$37M 0.01%
1,682,801
+48,485
1178
$36.9M 0.01%
2,093,298
+5,218
1179
$36.9M 0.01%
5,209,356
+1,032,188
1180
$36.8M 0.01%
953,577
-79,267
1181
$36.8M 0.01%
868,173
+16,627
1182
$36.6M 0.01%
755,557
+344,242
1183
$36.5M 0.01%
969,881
+51,298
1184
$36.5M 0.01%
728,307
-25,522
1185
$36.5M 0.01%
1,648,459
+131,830
1186
$36.4M 0.01%
193,413
-2,351
1187
$36.4M 0.01%
1,043,976
+84,558
1188
$36.4M 0.01%
1,700,677
+106,119
1189
$36.3M 0.01%
61,637
+22,449
1190
$36.3M 0.01%
314,517
+59,192
1191
$36.2M 0.01%
677,836
-292,674
1192
$36.2M 0.01%
3,208,791
+1,068,044
1193
$36.2M 0.01%
556,052
-78,747
1194
$35.9M 0.01%
1,587,042
-917,151
1195
$35.8M 0.01%
1,085,143
-152,723
1196
$35.7M 0.01%
333,756
+70,051
1197
$35.7M 0.01%
+813,514
1198
$35.6M 0.01%
1,695,489
-633,275
1199
$35.6M 0.01%
243,443
-75,862
1200
$35.4M 0.01%
248,614
-153,246