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
1651
$12.5M ﹤0.01%
134,266
-2,283
1652
$12.5M ﹤0.01%
88,229
+9,944
1653
$12.5M ﹤0.01%
316,353
-39,463
1654
$12.5M ﹤0.01%
409,509
-2,050
1655
$12.4M ﹤0.01%
434,614
-9,065
1656
$12.4M ﹤0.01%
767,219
+458,880
1657
$12.4M ﹤0.01%
301,361
+167,996
1658
$12.4M ﹤0.01%
948,411
-134,068
1659
$12.4M ﹤0.01%
420,290
+164,203
1660
$12.4M ﹤0.01%
474,536
+23,625
1661
$12.4M ﹤0.01%
949,975
+453,103
1662
$12.3M ﹤0.01%
364,195
-87,513
1663
$12.3M ﹤0.01%
164,737
+52,969
1664
$12.3M ﹤0.01%
716,564
-391,695
1665
$12.3M ﹤0.01%
605,838
+81,980
1666
$12.3M ﹤0.01%
457,868
-77,373
1667
$12.3M ﹤0.01%
289,689
-12,304
1668
$12.2M ﹤0.01%
167,422
-1,913
1669
$12.2M ﹤0.01%
1,029,560
+782,156
1670
$12.2M ﹤0.01%
389,580
-227,840
1671
$12.2M ﹤0.01%
959,819
+46,235
1672
$12.2M ﹤0.01%
140,286
-28,631
1673
$12.2M ﹤0.01%
68,205
-13,973
1674
$12.2M ﹤0.01%
1,119,043
+22,229
1675
$12.2M ﹤0.01%
322,447
+27,248