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
1751
$10.4M ﹤0.01%
772,487
-87,416
1752
$10.4M ﹤0.01%
561,050
+47,234
1753
$10.4M ﹤0.01%
60,487
+44,698
1754
$10.4M ﹤0.01%
370,707
+8,692
1755
$10.4M ﹤0.01%
391,118
+145,566
1756
$10.3M ﹤0.01%
567,876
-45,550
1757
$10.3M ﹤0.01%
86,636
-8,778
1758
$10.3M ﹤0.01%
255,713
-36,691
1759
$10.3M ﹤0.01%
54,360
+7,655
1760
$10.2M ﹤0.01%
282,352
+208,363
1761
$10.2M ﹤0.01%
770,026
-16,209
1762
$10.2M ﹤0.01%
120,722
+7,606
1763
$10.2M ﹤0.01%
854,102
-85,769
1764
$10.1M ﹤0.01%
656,058
+59,680
1765
$10.1M ﹤0.01%
322,082
+26,178
1766
$10.1M ﹤0.01%
275,984
-323,272
1767
$10.1M ﹤0.01%
922,019
-32,608
1768
$10.1M ﹤0.01%
+425,000
1769
$10M ﹤0.01%
39,911
-291
1770
$10M ﹤0.01%
194,927
+24,940
1771
$10M ﹤0.01%
520,798
-121,576
1772
$10M ﹤0.01%
92,484
-562,388
1773
$10M ﹤0.01%
243,447
-39,068
1774
$10M ﹤0.01%
221,050
+13,900
1775
$9.95M ﹤0.01%
572,017
+461,184