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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$17.7M 0.01%
260,383
-32,568
1277
$17.6M 0.01%
1,954,293
-533,277
1278
$17.6M 0.01%
261,909
+30,653
1279
$17.5M 0.01%
710,049
-85,074
1280
$17.5M 0.01%
1,600,064
+1,165,370
1281
$17.5M 0.01%
804,715
+104,615
1282
$17.5M 0.01%
715,284
+179,079
1283
$17.5M 0.01%
796,842
-126,299
1284
$17.4M 0.01%
1,404,923
+68,152
1285
$17.4M 0.01%
331,394
+39,520
1286
$17.3M 0.01%
554,973
-132,657
1287
$17.3M 0.01%
172,675
+36,353
1288
$17.2M 0.01%
918,685
+688,968
1289
$17.2M 0.01%
591,682
-21,739
1290
$17.2M 0.01%
522,484
+282,979
1291
$17.1M 0.01%
147,748
-62,522
1292
$17.1M 0.01%
1,196,864
+48,526
1293
$17.1M 0.01%
1,188,412
+160,865
1294
$17.1M 0.01%
233,366
+106,130
1295
$17.1M 0.01%
825,048
+29,133
1296
$17.1M 0.01%
439,655
+98,686
1297
$17M 0.01%
706,207
+395,560
1298
$17M 0.01%
900,134
-47,015
1299
$17M 0.01%
1,219,576
+265,751
1300
$16.9M 0.01%
257,006
-33,702