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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$11.2M ﹤0.01%
2,466,447
-82,829
1702
$11.2M ﹤0.01%
432,601
+187,881
1703
$11.2M ﹤0.01%
245,245
+12,540
1704
$11.1M ﹤0.01%
2,781,496
+691,325
1705
$11.1M ﹤0.01%
823,220
-67,677
1706
$11.1M ﹤0.01%
119,320
+13,877
1707
$11.1M ﹤0.01%
733,524
-108,290
1708
$11.1M ﹤0.01%
727,707
-156,130
1709
$11.1M ﹤0.01%
+856,889
1710
$11.1M ﹤0.01%
248,061
+8,280
1711
$11M ﹤0.01%
470,934
+182,350
1712
$11M ﹤0.01%
633,593
+311,530
1713
$11M ﹤0.01%
715,045
-37,796
1714
$11M ﹤0.01%
236,449
+217,796
1715
$11M ﹤0.01%
870,032
-47,049
1716
$11M ﹤0.01%
+2,531,303
1717
$11M ﹤0.01%
1,082,159
-15,434
1718
$11M ﹤0.01%
81,401
-9,173
1719
$11M ﹤0.01%
243,192
-24,941
1720
$10.9M ﹤0.01%
1,331,380
+17,355
1721
$10.9M ﹤0.01%
24,897
-14,016
1722
$10.9M ﹤0.01%
277,113
+19,068
1723
$10.8M ﹤0.01%
861,166
-42,832
1724
$10.8M ﹤0.01%
440,717
-54,591
1725
$10.8M ﹤0.01%
1,667,555
+85,133