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
1401
$11.4M ﹤0.01%
565,684
+244,961
1402
$11.3M ﹤0.01%
295,383
+19,558
1403
$11.3M ﹤0.01%
170,681
-11,676
1404
$11.3M ﹤0.01%
108,787
+98,632
1405
$11.3M ﹤0.01%
581,781
+40,411
1406
$11.3M ﹤0.01%
625,849
-406,412
1407
$11.3M ﹤0.01%
311,619
-25,024
1408
$11.2M ﹤0.01%
102,859
+48,414
1409
$11.2M ﹤0.01%
204,562
+4,784
1410
$11.2M ﹤0.01%
505,399
-109,691
1411
$11.2M ﹤0.01%
512,735
-212,413
1412
$11.2M ﹤0.01%
1,392,575
+65,135
1413
$11.1M ﹤0.01%
4,714
+1,315
1414
$11.1M ﹤0.01%
403,385
+275,846
1415
$11.1M ﹤0.01%
1,642,449
-79,876
1416
$11.1M ﹤0.01%
500,568
-2,708
1417
$11.1M ﹤0.01%
334,987
-9,806
1418
$11.1M ﹤0.01%
1,495,858
-50,300
1419
$11M ﹤0.01%
503,402
+18,053
1420
$11M ﹤0.01%
255,686
+48,129
1421
$11M ﹤0.01%
242,528
-17,699
1422
$11M ﹤0.01%
220,954
+24,280
1423
$10.9M ﹤0.01%
295,494
-24,922
1424
$10.9M ﹤0.01%
1,052,626
+28,133
1425
$10.9M ﹤0.01%
169,010
+809