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
1226
$16.4M 0.01%
429,753
-10,586
1227
$16.4M 0.01%
1,575,577
-42,822
1228
$16.4M 0.01%
262,344
-9,987
1229
$16.4M 0.01%
718,303
-110,189
1230
$16.3M 0.01%
235,274
-61,934
1231
$16.3M 0.01%
291,554
-4,636
1232
$16.2M 0.01%
261,584
+92,616
1233
$16.1M 0.01%
524,877
-34,535
1234
$16.1M 0.01%
408,876
+28,250
1235
$16M 0.01%
665,250
+178,360
1236
$16M 0.01%
928,144
-6,132
1237
$15.9M 0.01%
348,326
-23,220
1238
$15.9M 0.01%
707,582
+568,393
1239
$15.9M 0.01%
+145,000
1240
$15.9M ﹤0.01%
900,359
+731,179
1241
$15.9M ﹤0.01%
777,142
+50,912
1242
$15.9M ﹤0.01%
306,802
-29,955
1243
$15.9M ﹤0.01%
1,160,337
+50,364
1244
$15.8M ﹤0.01%
22,296
+18,513
1245
$15.8M ﹤0.01%
1,892,728
-1,056,311
1246
$15.8M ﹤0.01%
708,216
-746,753
1247
$15.7M ﹤0.01%
1,168,959
+12,977
1248
$15.7M ﹤0.01%
139,573
+37,131
1249
$15.6M ﹤0.01%
305,536
-30,054
1250
$15.6M ﹤0.01%
443,893
-3,145