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
1576
$14.4M ﹤0.01%
173,464
+27,462
1577
$14.4M ﹤0.01%
111,798
+13,807
1578
$14.4M ﹤0.01%
2,308,906
-349,612
1579
$14.4M ﹤0.01%
1,943,484
+961,446
1580
$14.4M ﹤0.01%
1,739,552
-480,006
1581
$14.3M ﹤0.01%
132,264
+7,724
1582
$14.3M ﹤0.01%
350,355
-22,961
1583
$14.3M ﹤0.01%
2,151,183
+332,351
1584
$14.2M ﹤0.01%
894,573
+8,698
1585
$14.2M ﹤0.01%
316,268
-805
1586
$14.1M ﹤0.01%
409,002
-25,973
1587
$14.1M ﹤0.01%
571,035
-31,651
1588
$14.1M ﹤0.01%
27,330
-1,846
1589
$14M ﹤0.01%
918,231
-75,103
1590
$14M ﹤0.01%
453,997
-71,945
1591
$14M ﹤0.01%
710,440
-178,833
1592
$14M ﹤0.01%
306,061
+7,151
1593
$13.9M ﹤0.01%
880,740
+677,165
1594
$13.9M ﹤0.01%
345,641
-36,403
1595
$13.9M ﹤0.01%
129,609
-55,628
1596
$13.9M ﹤0.01%
1,179,209
+244,944
1597
$13.8M ﹤0.01%
3,328,434
+36,585
1598
$13.8M ﹤0.01%
163,993
-116,095
1599
$13.8M ﹤0.01%
178,864
+3,952
1600
$13.8M ﹤0.01%
80,172
+417