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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11.3M ﹤0.01%
806,857
+13,142
1727
$11.3M ﹤0.01%
157,189
+74,758
1728
$11.2M ﹤0.01%
415,559
-39,813
1729
$11.2M ﹤0.01%
468,869
-75,902
1730
$11.2M ﹤0.01%
137,568
-24,112
1731
$11.2M ﹤0.01%
314,292
-4,564
1732
$11.1M ﹤0.01%
674,845
+591,072
1733
$11.1M ﹤0.01%
1,249,692
-24,798
1734
$11.1M ﹤0.01%
203,028
-34,858
1735
$11.1M ﹤0.01%
683,893
+1,936
1736
$11.1M ﹤0.01%
259,518
+4,029
1737
$11M ﹤0.01%
60,927
+20,138
1738
$11M ﹤0.01%
778,938
-296,698
1739
$11M ﹤0.01%
150,221
+68,087
1740
$11M ﹤0.01%
182,834
+9,414
1741
$11M ﹤0.01%
384,306
-276,156
1742
$11M ﹤0.01%
508,276
-19,893
1743
$11M ﹤0.01%
49,290
+2,644
1744
$11M ﹤0.01%
1,267,088
+3,080
1745
$10.9M ﹤0.01%
185,516
-12,517
1746
$10.9M ﹤0.01%
2,520,664
-142,809
1747
$10.8M ﹤0.01%
679,634
-20,266
1748
$10.8M ﹤0.01%
+626,928
1749
$10.8M ﹤0.01%
914,592
+303,762
1750
$10.8M ﹤0.01%
984,765
+955,856