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
1376
$12.1M ﹤0.01%
3,805,615
+14,981
1377
$12.1M ﹤0.01%
408,036
+92,256
1378
$12M ﹤0.01%
1,306,001
+166,929
1379
$12M ﹤0.01%
1,576,250
+520,365
1380
$12M ﹤0.01%
356,564
-4,477
1381
$12M ﹤0.01%
273,636
-11,601
1382
$12M ﹤0.01%
161,511
-22,354
1383
$11.9M ﹤0.01%
425,983
+216,026
1384
$11.9M ﹤0.01%
818,537
-52,209
1385
$11.8M ﹤0.01%
92,659
+17,286
1386
$11.8M ﹤0.01%
170,042
-28,187
1387
$11.8M ﹤0.01%
493,962
-14,405
1388
$11.8M ﹤0.01%
178,433
-77,631
1389
$11.7M ﹤0.01%
263,314
-40,470
1390
$11.6M ﹤0.01%
196,922
-19,932
1391
$11.6M ﹤0.01%
416,827
+12,240
1392
$11.6M ﹤0.01%
273,840
+164,427
1393
$11.6M ﹤0.01%
718,225
-2,204,267
1394
$11.5M ﹤0.01%
81,885
-10,358
1395
$11.5M ﹤0.01%
682,301
+102,949
1396
$11.5M ﹤0.01%
643,311
+103,758
1397
$11.5M ﹤0.01%
380,454
-65,454
1398
$11.4M ﹤0.01%
1,222,588
+744,880
1399
$11.4M ﹤0.01%
582,725
-61,768
1400
$11.4M ﹤0.01%
414,705
-11,210