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
1476
$9.97M ﹤0.01%
778,708
+340,467
1477
$9.96M ﹤0.01%
360,995
+16,898
1478
$9.91M ﹤0.01%
136,411
-310,132
1479
$9.9M ﹤0.01%
723,882
-62,369
1480
$9.9M ﹤0.01%
83,900
1481
$9.89M ﹤0.01%
225,500
+26,700
1482
$9.88M ﹤0.01%
163,628
+5,777
1483
$9.86M ﹤0.01%
231,117
+10,565
1484
$9.85M ﹤0.01%
497,516
+40,920
1485
$9.85M ﹤0.01%
238,980
-7,960
1486
$9.83M ﹤0.01%
320,133
+21,397
1487
$9.82M ﹤0.01%
155,550
-21,161
1488
$9.81M ﹤0.01%
148,932
-22,886
1489
$9.8M ﹤0.01%
107,967
+78,357
1490
$9.8M ﹤0.01%
1,076,910
-45,752
1491
$9.77M ﹤0.01%
2,220,430
+638
1492
$9.77M ﹤0.01%
587,970
+56,785
1493
$9.76M ﹤0.01%
157,107
+37,981
1494
$9.73M ﹤0.01%
220,842
-17,729
1495
$9.72M ﹤0.01%
158,691
-14,575
1496
$9.72M ﹤0.01%
976,469
+80,450
1497
$9.71M ﹤0.01%
2,509,707
+870,516
1498
$9.65M ﹤0.01%
259,110
+169,685
1499
$9.64M ﹤0.01%
430,473
+7,890
1500
$9.63M ﹤0.01%
94,349
-15,680