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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$13M ﹤0.01%
411,079
-99,392
1427
$12.9M ﹤0.01%
253,176
-91,109
1428
$12.9M ﹤0.01%
369,493
-73,064
1429
$12.9M ﹤0.01%
1,033,455
+33,886
1430
$12.8M ﹤0.01%
702,607
-18,797
1431
$12.8M ﹤0.01%
440,970
+2,390
1432
$12.8M ﹤0.01%
61,171
+8,366
1433
$12.8M ﹤0.01%
879,932
-129,214
1434
$12.8M ﹤0.01%
609,598
-32,746
1435
$12.7M ﹤0.01%
6,480
+679
1436
$12.6M ﹤0.01%
95,396
-1,041
1437
$12.5M ﹤0.01%
229,115
-16,245
1438
$12.4M ﹤0.01%
627,771
-109,014
1439
$12.3M ﹤0.01%
903,216
-42,841
1440
$12.2M ﹤0.01%
215,733
-97,451
1441
$12.2M ﹤0.01%
499,172
-174,820
1442
$12.1M ﹤0.01%
355,582
+131,334
1443
$12.1M ﹤0.01%
596,620
-96,431
1444
$11.9M ﹤0.01%
696,995
-7,594
1445
$11.9M ﹤0.01%
225,350
-993
1446
$11.8M ﹤0.01%
649,900
-2,567,339
1447
$11.8M ﹤0.01%
409,470
-148,450
1448
$11.7M ﹤0.01%
151,579
+3,050
1449
$11.7M ﹤0.01%
95,836
-12,216
1450
$11.7M ﹤0.01%
216,560
-14,600