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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$13.7M ﹤0.01%
2,019,793
+65,882
1652
$13.7M ﹤0.01%
394,217
+16,652
1653
$13.7M ﹤0.01%
430,417
+18,627
1654
$13.6M ﹤0.01%
118,800
-75,111
1655
$13.6M ﹤0.01%
1,039,110
+2,671
1656
$13.6M ﹤0.01%
189,145
-246,239
1657
$13.6M ﹤0.01%
1,576,130
+584,862
1658
$13.6M ﹤0.01%
391,175
-1,186,017
1659
$13.6M ﹤0.01%
143,442
+73,113
1660
$13.6M ﹤0.01%
804,251
+36,507
1661
$13.5M ﹤0.01%
215,655
-712,023
1662
$13.5M ﹤0.01%
905,091
+7,708
1663
$13.5M ﹤0.01%
373,027
-449,078
1664
$13.5M ﹤0.01%
40,312
-507,736
1665
$13.5M ﹤0.01%
979,335
+236,710
1666
$13.5M ﹤0.01%
317,585
+114,084
1667
$13.4M ﹤0.01%
4,223,823
+1,282,340
1668
$13.4M ﹤0.01%
144,905
+28,025
1669
$13.4M ﹤0.01%
1,238,013
+134,872
1670
$13.4M ﹤0.01%
527,494
+89,677
1671
$13.4M ﹤0.01%
663,207
+72,190
1672
$13.3M ﹤0.01%
1,046,045
-235,525
1673
$13.3M ﹤0.01%
617,061
-105,535
1674
$13.3M ﹤0.01%
914,767
-126,827
1675
$13.2M ﹤0.01%
267,907
+28,358