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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$18.9M ﹤0.01%
123,903
+2,610
1577
$18.9M ﹤0.01%
509,806
+3,026
1578
$18.9M ﹤0.01%
318,600
+2,852
1579
$18.9M ﹤0.01%
596,570
+33,166
1580
$18.9M ﹤0.01%
265,679
+149,222
1581
$18.8M ﹤0.01%
576,072
+40,355
1582
$18.8M ﹤0.01%
518,095
+1,619
1583
$18.8M ﹤0.01%
224,482
-11,675
1584
$18.7M ﹤0.01%
1,237,307
+22,146
1585
$18.6M ﹤0.01%
171,377
-112,981
1586
$18.6M ﹤0.01%
770,957
+27,858
1587
$18.6M ﹤0.01%
655,072
+118,894
1588
$18.5M ﹤0.01%
77,895
+2,060
1589
$18.4M ﹤0.01%
1,452,849
+256,192
1590
$18.4M ﹤0.01%
1,402,623
+278,016
1591
$18.4M ﹤0.01%
511,440
-21,495
1592
$18.4M ﹤0.01%
661,987
+254,900
1593
$18.3M ﹤0.01%
428,938
+179,223
1594
$18.3M ﹤0.01%
462,127
+2,445
1595
$18.2M ﹤0.01%
529,248
-17,695
1596
$18.2M ﹤0.01%
2,361,071
+353,061
1597
$18.1M ﹤0.01%
960,966
-15,099
1598
$18.1M ﹤0.01%
1,196,884
-95,201
1599
$18.1M ﹤0.01%
269,829
-5,572
1600
$18M ﹤0.01%
1,086,354
+173,842