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
1726
$6.18M ﹤0.01%
363,525
-114,771
1727
$6.14M ﹤0.01%
202,918
+90,994
1728
$6.13M ﹤0.01%
109,052
-2,176
1729
$6.13M ﹤0.01%
117,894
-20,146
1730
$6.12M ﹤0.01%
189,065
+1,602
1731
$6.1M ﹤0.01%
361,461
+59,583
1732
$6.09M ﹤0.01%
86,772
-5,345
1733
$6.09M ﹤0.01%
284,982
+11,392
1734
$6.09M ﹤0.01%
171,426
+898
1735
$6.08M ﹤0.01%
171,236
+30,531
1736
$6.05M ﹤0.01%
375,096
+91,639
1737
$6.04M ﹤0.01%
214,116
+30,172
1738
$6.03M ﹤0.01%
87,742
-89,756
1739
$6.02M ﹤0.01%
92,210
+47,458
1740
$6.01M ﹤0.01%
+380,078
1741
$6.01M ﹤0.01%
363,760
-63,094
1742
$6.01M ﹤0.01%
276,141
+92,851
1743
$6M ﹤0.01%
803,293
-94,617
1744
$6M ﹤0.01%
412,329
-29,867
1745
$6M ﹤0.01%
334,708
+12,916
1746
$5.99M ﹤0.01%
71,159
+20,142
1747
$5.98M ﹤0.01%
385,561
+223,447
1748
$5.98M ﹤0.01%
964,455
+15,528
1749
$5.95M ﹤0.01%
241,895
-5,041
1750
$5.95M ﹤0.01%
4,438,547
+340,840