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
1201
$17.5M 0.01%
377,979
-130,806
1202
$17.4M 0.01%
348,946
+32,992
1203
$17.4M 0.01%
540,615
+29,185
1204
$17.3M 0.01%
104,152
+15,609
1205
$17.3M 0.01%
201,693
+149,629
1206
$17.2M 0.01%
137,750
+27,285
1207
$17.2M 0.01%
12,634
-5,162
1208
$17.1M 0.01%
549,299
+104,114
1209
$17.1M 0.01%
347,289
+29,418
1210
$17.1M 0.01%
191,088
+16,227
1211
$17.1M 0.01%
494,502
-422,257
1212
$16.9M 0.01%
365,573
+243,074
1213
$16.9M 0.01%
989,346
-7,579
1214
$16.8M 0.01%
414,223
-31,900
1215
$16.8M 0.01%
1,368,012
+559,589
1216
$16.7M 0.01%
826,795
+40,369
1217
$16.7M 0.01%
664,347
+594,870
1218
$16.6M 0.01%
326,676
+103,539
1219
$16.5M 0.01%
190,502
-12,214
1220
$16.5M 0.01%
106,792
-3,738
1221
$16.5M 0.01%
609,600
-45,376
1222
$16.5M 0.01%
539,364
+420,720
1223
$16.5M 0.01%
+367,848
1224
$16.5M 0.01%
686,418
+463,116
1225
$16.4M 0.01%
266,136
+150,603