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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$16M ﹤0.01%
438,248
-42,020
1477
$16M ﹤0.01%
1,245,860
+65,970
1478
$15.9M ﹤0.01%
802,116
+106,758
1479
$15.9M ﹤0.01%
1,566,742
+25,597
1480
$15.9M ﹤0.01%
141,388
-393,161
1481
$15.8M ﹤0.01%
82,012
+3,068
1482
$15.8M ﹤0.01%
159,446
+47,636
1483
$15.8M ﹤0.01%
255,780
-228,389
1484
$15.8M ﹤0.01%
1,373,253
-21,749
1485
$15.8M ﹤0.01%
2,365,723
1486
$15.8M ﹤0.01%
301,675
+9,705
1487
$15.7M ﹤0.01%
810,241
-48,442
1488
$15.7M ﹤0.01%
298,252
+151,482
1489
$15.7M ﹤0.01%
327,621
-36,173
1490
$15.7M ﹤0.01%
904,984
-645,020
1491
$15.6M ﹤0.01%
335,770
-24,537
1492
$15.6M ﹤0.01%
1,784,848
+498,305
1493
$15.6M ﹤0.01%
468,660
-37,882
1494
$15.6M ﹤0.01%
230,641
+13,329
1495
$15.6M ﹤0.01%
1,251,562
+1,067,884
1496
$15.6M ﹤0.01%
864,593
-54,901
1497
$15.6M ﹤0.01%
360,367
+317,489
1498
$15.5M ﹤0.01%
352,906
-103,675
1499
$15.5M ﹤0.01%
411,375
+30,167
1500
$15.4M ﹤0.01%
1,586,506
+1,222,182