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
1376
$19.2M 0.01%
2,225,643
+430,278
1377
$19.2M 0.01%
180,187
-12,942
1378
$19M 0.01%
570,003
+22,167
1379
$19M 0.01%
470,840
+2,740
1380
$18.9M 0.01%
425,476
+38,713
1381
$18.9M 0.01%
1,253,003
-171,908
1382
$18.9M 0.01%
504,762
-166,327
1383
$18.7M 0.01%
337,504
-55,295
1384
$18.6M 0.01%
280,160
+114,817
1385
$18.6M 0.01%
713,181
+171,671
1386
$18.5M 0.01%
114,746
+8,905
1387
$18.5M 0.01%
405,909
-72,283
1388
$18.5M 0.01%
435,983
-70,206
1389
$18.4M 0.01%
783,665
+145,348
1390
$18.4M 0.01%
544,172
-137,929
1391
$18.3M 0.01%
254,493
+99,375
1392
$18.3M 0.01%
501,590
+88,322
1393
$18.3M 0.01%
577,757
+186,046
1394
$18.3M 0.01%
267,288
+28,249
1395
$18.2M 0.01%
176,700
1396
$18.2M 0.01%
243,786
+14,072
1397
$18.2M 0.01%
99,417
+84,463
1398
$18.2M 0.01%
265,158
-252,495
1399
$18.2M 0.01%
953,095
+2,398
1400
$18.1M 0.01%
658,842
+104,062