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
1776
$5.68M ﹤0.01%
67,489
-14,457
1777
$5.64M ﹤0.01%
412,268
-234,287
1778
$5.64M ﹤0.01%
218,197
-676,209
1779
$5.63M ﹤0.01%
476,365
+120,727
1780
$5.63M ﹤0.01%
175,208
-6,825
1781
$5.63M ﹤0.01%
71,689
+5,673
1782
$5.61M ﹤0.01%
144,609
+11,759
1783
$5.6M ﹤0.01%
322,088
+3,392
1784
$5.58M ﹤0.01%
75,345
-1,397
1785
$5.58M ﹤0.01%
71,125
+587
1786
$5.56M ﹤0.01%
24,362
+22,152
1787
$5.55M ﹤0.01%
438,964
-79,734
1788
$5.55M ﹤0.01%
326,226
-15,327
1789
$5.51M ﹤0.01%
139,182
-7,032
1790
$5.51M ﹤0.01%
666,289
+130,738
1791
$5.51M ﹤0.01%
293,315
+27,429
1792
$5.5M ﹤0.01%
143,099
-391,566
1793
$5.5M ﹤0.01%
81,881
+2,175
1794
$5.49M ﹤0.01%
124,624
-77,794
1795
$5.49M ﹤0.01%
217,961
+57,961
1796
$5.48M ﹤0.01%
250,714
-337
1797
$5.47M ﹤0.01%
144,331
-29,932
1798
$5.46M ﹤0.01%
270,520
+25,804
1799
$5.46M ﹤0.01%
215,617
+140,507
1800
$5.45M ﹤0.01%
140,124
+3,236