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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$21M ﹤0.01%
334,429
-16,171
1402
$20.9M ﹤0.01%
1,272,246
-176,230
1403
$20.8M ﹤0.01%
1,738,805
-420,109
1404
$20.7M ﹤0.01%
293,817
+12,498
1405
$20.6M ﹤0.01%
200,863
+105,185
1406
$20.5M ﹤0.01%
3,991,844
+603,637
1407
$20.5M ﹤0.01%
190,078
+36,397
1408
$20.5M ﹤0.01%
420,819
-40,455
1409
$20.4M ﹤0.01%
427,052
+249,489
1410
$20.4M ﹤0.01%
984,573
-1,757,728
1411
$20.3M ﹤0.01%
193,911
-67,417
1412
$20.3M ﹤0.01%
1,194,135
-70,080
1413
$20.2M ﹤0.01%
238,215
-1,269
1414
$20.1M ﹤0.01%
1,772,673
-161,828
1415
$20.1M ﹤0.01%
507,474
-26,557
1416
$20.1M ﹤0.01%
1,070,852
+123,724
1417
$20.1M ﹤0.01%
11,046
+6,728
1418
$20M ﹤0.01%
323,531
+33,205
1419
$20M ﹤0.01%
219,667
+50,031
1420
$19.9M ﹤0.01%
320,075
+15,731
1421
$19.8M ﹤0.01%
311,091
-12,951
1422
$19.8M ﹤0.01%
199,080
+13,193
1423
$19.8M ﹤0.01%
2,688,902
-392,155
1424
$19.7M ﹤0.01%
340,942
+99,766
1425
$19.7M ﹤0.01%
2,415,167
-94,396