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
1526
$14.9M ﹤0.01%
1,170,982
-36,541
1527
$14.9M ﹤0.01%
392,842
+66,495
1528
$14.8M ﹤0.01%
124,901
+5,927
1529
$14.7M ﹤0.01%
553,611
-426,079
1530
$14.7M ﹤0.01%
823,400
+1,330
1531
$14.6M ﹤0.01%
381,750
-17,352
1532
$14.6M ﹤0.01%
137,007
-2,320
1533
$14.6M ﹤0.01%
417,878
+13,299
1534
$14.6M ﹤0.01%
398,172
+35,317
1535
$14.5M ﹤0.01%
799,156
+26,548
1536
$14.5M ﹤0.01%
813,570
+165,332
1537
$14.5M ﹤0.01%
327,264
+81,681
1538
$14.5M ﹤0.01%
780,964
-68,450
1539
$14.5M ﹤0.01%
640,424
+201,172
1540
$14.5M ﹤0.01%
882,123
-127,900
1541
$14.5M ﹤0.01%
757,440
-167,419
1542
$14.4M ﹤0.01%
553,116
+39,632
1543
$14.4M ﹤0.01%
792,010
+94,075
1544
$14.4M ﹤0.01%
646,944
+61,185
1545
$14.4M ﹤0.01%
+261,558
1546
$14.4M ﹤0.01%
251,620
-39,251
1547
$14.4M ﹤0.01%
121,655
+2,589
1548
$14.3M ﹤0.01%
236,022
+65,348
1549
$14.3M ﹤0.01%
819,689
-25,892
1550
$14.3M ﹤0.01%
410,870
-43,148