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
1476
$11M ﹤0.01%
207,148
+34,940
1477
$11M ﹤0.01%
743,173
+48,807
1478
$11M ﹤0.01%
25,300
+6,958
1479
$11M ﹤0.01%
431,243
+197,484
1480
$11M ﹤0.01%
144,931
-46,852
1481
$11M ﹤0.01%
+207,313
1482
$10.9M ﹤0.01%
307,009
+22,082
1483
$10.9M ﹤0.01%
410,466
-15,003
1484
$10.9M ﹤0.01%
476,336
-87,681
1485
$10.9M ﹤0.01%
930,936
-1,589
1486
$10.8M ﹤0.01%
874,777
-138,346
1487
$10.8M ﹤0.01%
118,357
+3,752
1488
$10.8M ﹤0.01%
487,307
-76,388
1489
$10.8M ﹤0.01%
461,506
+56,339
1490
$10.7M ﹤0.01%
1,000,594
-93,887
1491
$10.6M ﹤0.01%
844,220
-1,782
1492
$10.6M ﹤0.01%
524,836
+52,614
1493
$10.6M ﹤0.01%
90,177
-53,962
1494
$10.6M ﹤0.01%
1,996,012
+915,422
1495
$10.6M ﹤0.01%
250,187
+69,122
1496
$10.6M ﹤0.01%
385,701
-1,801
1497
$10.5M ﹤0.01%
455,398
+348,862
1498
$10.5M ﹤0.01%
337,367
-44,323
1499
$10.4M ﹤0.01%
164,320
-127,848
1500
$10.4M ﹤0.01%
613,600
-53,615