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
1301
$16.9M 0.01%
3,107,643
+144,678
1302
$16.9M 0.01%
564,220
+458,206
1303
$16.9M 0.01%
474,898
+90,741
1304
$16.8M 0.01%
597,366
+36,478
1305
$16.7M 0.01%
2,531,415
-268,245
1306
$16.7M 0.01%
722,332
+2,765
1307
$16.7M 0.01%
465,161
+44,428
1308
$16.7M 0.01%
140,209
-60,314
1309
$16.6M 0.01%
667,954
+175,884
1310
$16.6M 0.01%
8,148
+397
1311
$16.6M 0.01%
575,602
-104,587
1312
$16.6M 0.01%
1,512,928
-82,808
1313
$16.5M 0.01%
1,611,288
-888,595
1314
$16.5M 0.01%
1,888,933
-347,177
1315
$16.4M 0.01%
636,946
-86,722
1316
$16.4M 0.01%
1,040,585
-81,184
1317
$16.3M 0.01%
1,446,318
+31,084
1318
$16.3M 0.01%
985,568
+165,934
1319
$16.3M 0.01%
309,000
1320
$16.3M 0.01%
471,653
+288,616
1321
$16.2M 0.01%
1,541,022
+369,348
1322
$16.2M 0.01%
810,571
-274,376
1323
$16.1M 0.01%
478,370
+127,916
1324
$16.1M 0.01%
127,251
-29,339
1325
$16.1M 0.01%
417,526
-109,983