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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$6.52M ﹤0.01%
198,900
+2,178
1702
$6.52M ﹤0.01%
165,799
+150,007
1703
$6.52M ﹤0.01%
427,499
-54,180
1704
$6.49M ﹤0.01%
82,816
-11,126
1705
$6.49M ﹤0.01%
160,979
-6,847
1706
$6.49M ﹤0.01%
426,425
+35,572
1707
$6.48M ﹤0.01%
1,058,646
-280,364
1708
$6.47M ﹤0.01%
366,667
+65,338
1709
$6.47M ﹤0.01%
344,172
+45,936
1710
$6.44M ﹤0.01%
111,709
+4,723
1711
$6.43M ﹤0.01%
460,938
+162,712
1712
$6.42M ﹤0.01%
456,046
-93,853
1713
$6.42M ﹤0.01%
1,406,876
-377,048
1714
$6.4M ﹤0.01%
+34,499
1715
$6.39M ﹤0.01%
153,187
+393
1716
$6.37M ﹤0.01%
610,169
-44,853
1717
$6.35M ﹤0.01%
205,980
-20,472
1718
$6.32M ﹤0.01%
65,143
+4,202
1719
$6.31M ﹤0.01%
232,040
+3,848
1720
$6.31M ﹤0.01%
736,907
-88,500
1721
$6.3M ﹤0.01%
958,418
-216,071
1722
$6.29M ﹤0.01%
93,735
-8,641
1723
$6.23M ﹤0.01%
94,453
+10,139
1724
$6.22M ﹤0.01%
106,441
-19,095
1725
$6.22M ﹤0.01%
220,093
+174,458