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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$15.1M ﹤0.01%
455,007
-176,810
1552
$15M ﹤0.01%
543,150
+251,244
1553
$15M ﹤0.01%
218,454
-152,864
1554
$14.9M ﹤0.01%
142,239
-12,454
1555
$14.9M ﹤0.01%
761,904
+935
1556
$14.9M ﹤0.01%
608,447
-2,206
1557
$14.9M ﹤0.01%
217,144
-28,074
1558
$14.9M ﹤0.01%
1,822,607
-544,104
1559
$14.8M ﹤0.01%
358,039
+7,290
1560
$14.8M ﹤0.01%
200,958
+5,658
1561
$14.8M ﹤0.01%
96,153
+11,877
1562
$14.8M ﹤0.01%
319,023
-628,635
1563
$14.7M ﹤0.01%
755,081
-1,337,837
1564
$14.7M ﹤0.01%
101,143
+13,829
1565
$14.7M ﹤0.01%
1,931,103
+506,558
1566
$14.7M ﹤0.01%
1,356,936
-206,283
1567
$14.6M ﹤0.01%
1,173,606
-29,270
1568
$14.6M ﹤0.01%
782,948
-191,388
1569
$14.6M ﹤0.01%
404,799
+129,536
1570
$14.6M ﹤0.01%
172,811
-42,284
1571
$14.5M ﹤0.01%
1,606,018
+111,778
1572
$14.5M ﹤0.01%
306,747
+92,211
1573
$14.5M ﹤0.01%
1,254,523
+5,630
1574
$14.5M ﹤0.01%
276,782
-133,523
1575
$14.4M ﹤0.01%
266,319
+37,013