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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$24.8M 0.01%
2,207,649
+139,781
1252
$24.8M 0.01%
234,186
-80,736
1253
$24.6M 0.01%
346,209
+103,299
1254
$24.6M 0.01%
4,854,328
-725,695
1255
$24.4M 0.01%
475,153
+256,317
1256
$24.4M 0.01%
+485,650
1257
$24.4M 0.01%
447,314
-99,678
1258
$24.3M 0.01%
277,226
-9,936
1259
$24.3M 0.01%
1,141,833
+49,696
1260
$24.2M 0.01%
4,029,972
+650,900
1261
$24.2M 0.01%
3,201,508
+449,128
1262
$24.2M 0.01%
188,361
-33,869
1263
$24.1M 0.01%
1,062,979
+78,468
1264
$24.1M 0.01%
292,648
-3,391
1265
$23.9M 0.01%
1,922,252
+598,095
1266
$23.9M 0.01%
19,717,009
1267
$23.9M 0.01%
1,326,863
-43,022
1268
$23.8M 0.01%
1,925,728
+328,100
1269
$23.8M 0.01%
1,349,667
-14,163
1270
$23.7M 0.01%
699,385
-66,826
1271
$23.7M 0.01%
1,200,023
+56,098
1272
$23.7M 0.01%
1,156,514
+348,802
1273
$23.7M 0.01%
870,024
+242,217
1274
$23.6M 0.01%
510,132
-1,212,717
1275
$23.6M 0.01%
514,833
+199,623