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
1551
$14.3M ﹤0.01%
681,172
+75,481
1552
$14.3M ﹤0.01%
506,040
+32,194
1553
$14.3M ﹤0.01%
164,440
+159,394
1554
$14.3M ﹤0.01%
1,918,129
+450,314
1555
$14.3M ﹤0.01%
289,726
-10,440
1556
$14.3M ﹤0.01%
995,692
+534,087
1557
$14.3M ﹤0.01%
10,731,105
-84,770
1558
$14.2M ﹤0.01%
947,707
+77,489
1559
$14.2M ﹤0.01%
429,071
-232,033
1560
$14.2M ﹤0.01%
137,655
-49,336
1561
$14.2M ﹤0.01%
671,014
+198,319
1562
$14.2M ﹤0.01%
349,137
+10,147
1563
$14.2M ﹤0.01%
215,764
-5,266
1564
$14.1M ﹤0.01%
205,035
-22,210
1565
$14.1M ﹤0.01%
227,277
-38,711
1566
$14.1M ﹤0.01%
833,425
+76,436
1567
$14M ﹤0.01%
2,637,426
+436,638
1568
$14M ﹤0.01%
1,237,785
-246,135
1569
$14M ﹤0.01%
390,918
+112,077
1570
$14M ﹤0.01%
403,412
+46,639
1571
$14M ﹤0.01%
259,716
+19,866
1572
$14M ﹤0.01%
371,501
+64,835
1573
$13.9M ﹤0.01%
1,308,443
-62,495
1574
$13.9M ﹤0.01%
1,118,981
+139,418
1575
$13.9M ﹤0.01%
527,990
+72,285