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
1276
$14.9M ﹤0.01%
221,414
+176,263
1277
$14.9M ﹤0.01%
65,938
-10,697
1278
$14.9M ﹤0.01%
576,317
-41,510
1279
$14.9M ﹤0.01%
794,114
+742,468
1280
$14.9M ﹤0.01%
617,099
+6,826
1281
$14.9M ﹤0.01%
155,826
-196,774
1282
$14.9M ﹤0.01%
340,943
-18,524
1283
$14.8M ﹤0.01%
770,613
+55,879
1284
$14.7M ﹤0.01%
322,203
+271,489
1285
$14.7M ﹤0.01%
1,568,592
+463,440
1286
$14.7M ﹤0.01%
398,625
+34,475
1287
$14.7M ﹤0.01%
24,447
+21,168
1288
$14.6M ﹤0.01%
16,863
-1,205
1289
$14.6M ﹤0.01%
481,524
+12,016
1290
$14.6M ﹤0.01%
575,572
-19,032
1291
$14.5M ﹤0.01%
281,145
+148,329
1292
$14.5M ﹤0.01%
498,230
+284,198
1293
$14.5M ﹤0.01%
321,119
-1,385
1294
$14.5M ﹤0.01%
620,376
+10,508
1295
$14.4M ﹤0.01%
1,370,262
-203,386
1296
$14.4M ﹤0.01%
262,137
+18,749
1297
$14.4M ﹤0.01%
580,133
-54,815
1298
$14.4M ﹤0.01%
1,108,981
+42,344
1299
$14.3M ﹤0.01%
200,539
-1,734
1300
$14.3M ﹤0.01%
167,744
+14,932