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
1251
$15.5M ﹤0.01%
1,134,932
-397,188
1252
$15.5M ﹤0.01%
287,011
+6,739
1253
$15.5M ﹤0.01%
137,173
+9,192
1254
$15.5M ﹤0.01%
332,356
+10,425
1255
$15.5M ﹤0.01%
249,581
+19,137
1256
$15.5M ﹤0.01%
1,295,836
-67,476
1257
$15.4M ﹤0.01%
476,779
+28,519
1258
$15.4M ﹤0.01%
1,404,100
+41,133
1259
$15.3M ﹤0.01%
526,235
-6,978
1260
$15.3M ﹤0.01%
329,917
-28,806
1261
$15.3M ﹤0.01%
615,883
+48,148
1262
$15.3M ﹤0.01%
287,813
+24,874
1263
$15.3M ﹤0.01%
588,573
+280,245
1264
$15.2M ﹤0.01%
1,765,697
+104,827
1265
$15.2M ﹤0.01%
222,391
+367
1266
$15.2M ﹤0.01%
1,094,099
-7,807
1267
$15.1M ﹤0.01%
241,823
+206,860
1268
$15.1M ﹤0.01%
121,069
-36,874
1269
$15.1M ﹤0.01%
920,882
+164,643
1270
$15.1M ﹤0.01%
279,000
1271
$15.1M ﹤0.01%
308,590
+20,855
1272
$15M ﹤0.01%
709,573
+348,675
1273
$15M ﹤0.01%
145,922
+17,733
1274
$15M ﹤0.01%
256,500
-124,105
1275
$15M ﹤0.01%
1,741,872
+80,743