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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$9.74M ﹤0.01%
210,510
+8,431
1652
$9.73M ﹤0.01%
602,696
+126,581
1653
$9.72M ﹤0.01%
505,438
+196,964
1654
$9.72M ﹤0.01%
229,113
-6,075
1655
$9.7M ﹤0.01%
253,350
+215,229
1656
$9.69M ﹤0.01%
856,295
-8,257,292
1657
$9.68M ﹤0.01%
285,360
-1,685
1658
$9.62M ﹤0.01%
693,479
+42,827
1659
$9.61M ﹤0.01%
150,288
-3,794
1660
$9.6M ﹤0.01%
378,233
-13,182
1661
$9.58M ﹤0.01%
598,730
+568
1662
$9.58M ﹤0.01%
249,436
-2,170
1663
$9.58M ﹤0.01%
326,122
-16,979
1664
$9.56M ﹤0.01%
586,778
+404,542
1665
$9.53M ﹤0.01%
47,147
-71,219
1666
$9.53M ﹤0.01%
114,118
-8,721
1667
$9.51M ﹤0.01%
334,947
-25,461
1668
$9.5M ﹤0.01%
400,958
+53,767
1669
$9.5M ﹤0.01%
665,874
+76,752
1670
$9.49M ﹤0.01%
158,861
+43,592
1671
$9.48M ﹤0.01%
591,865
-20,800
1672
$9.45M ﹤0.01%
109,636
-1,313,938
1673
$9.44M ﹤0.01%
463,959
-116,677
1674
$9.42M ﹤0.01%
608,298
-26,282
1675
$9.4M ﹤0.01%
555,778
+25,989