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
1426
$10.9M ﹤0.01%
13,527
+8,087
1427
$10.9M ﹤0.01%
274,700
-33,000
1428
$10.9M ﹤0.01%
182,473
-36,009
1429
$10.8M ﹤0.01%
630,115
-68,118
1430
$10.8M ﹤0.01%
291,725
-27,181
1431
$10.8M ﹤0.01%
199,885
-33,185
1432
$10.7M ﹤0.01%
259,743
-6,936
1433
$10.7M ﹤0.01%
142,725
-4,870
1434
$10.7M ﹤0.01%
297,622
-6,110
1435
$10.7M ﹤0.01%
232,587
+203,861
1436
$10.7M ﹤0.01%
204,724
+143,984
1437
$10.7M ﹤0.01%
257,165
-15,481
1438
$10.6M ﹤0.01%
482,468
-14,312
1439
$10.6M ﹤0.01%
838,937
-11,434
1440
$10.6M ﹤0.01%
369,432
+311,122
1441
$10.6M ﹤0.01%
336,030
+260,341
1442
$10.6M ﹤0.01%
231,438
-6,402
1443
$10.5M ﹤0.01%
369,458
+292,575
1444
$10.5M ﹤0.01%
1,096,630
+142,661
1445
$10.5M ﹤0.01%
666,007
-17,977
1446
$10.5M ﹤0.01%
187,877
-62,362
1447
$10.5M ﹤0.01%
169,814
-22,952
1448
$10.4M ﹤0.01%
775,835
+29,066
1449
$10.4M ﹤0.01%
262,532
+68,910
1450
$10.4M ﹤0.01%
1,502,848
-148,665