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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$570M
3 +$354M
4
VALE icon
Vale
VALE
+$342M
5
LLY icon
Eli Lilly
LLY
+$322M

Top Sells

1 +$782M
2 +$540M
3 +$466M
4
CPRI icon
Capri Holdings
CPRI
+$376M
5
MSFT icon
Microsoft
MSFT
+$316M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$10.6M ﹤0.01%
874,189
+804,110
1727
$10.6M ﹤0.01%
87,425
-2,033
1728
$10.5M ﹤0.01%
210,735
-621,386
1729
$10.5M ﹤0.01%
322,928
+54,267
1730
$10.5M ﹤0.01%
1,420,073
-60,889
1731
$10.5M ﹤0.01%
257,622
-34,911
1732
$10.5M ﹤0.01%
740,355
+621,003
1733
$10.5M ﹤0.01%
712,959
+475,427
1734
$10.4M ﹤0.01%
143,457
-10,258
1735
$10.4M ﹤0.01%
655,024
+35,677
1736
$10.3M ﹤0.01%
2,263,474
-52,114
1737
$10.3M ﹤0.01%
382,578
-12,609
1738
$10.3M ﹤0.01%
146,032
+4,645
1739
$10.3M ﹤0.01%
534,737
+38,710
1740
$10.3M ﹤0.01%
978,694
-107,874
1741
$10.3M ﹤0.01%
85,531
+13,685
1742
$10.3M ﹤0.01%
194,989
-17,326
1743
$10.3M ﹤0.01%
184,753
+4,416
1744
$10.3M ﹤0.01%
1,078,973
+100,059
1745
$10.2M ﹤0.01%
535,851
+488,392
1746
$10.2M ﹤0.01%
980,011
-23,033
1747
$10.2M ﹤0.01%
961,602
-208,967
1748
$10.2M ﹤0.01%
324,306
+109,250
1749
$10.2M ﹤0.01%
172,568
-789,900
1750
$10.2M ﹤0.01%
128,641
-9,706