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
1776
$9.71M ﹤0.01%
854,858
-220,015
1777
$9.67M ﹤0.01%
212,153
-49,976
1778
$9.66M ﹤0.01%
132,422
-180,745
1779
$9.65M ﹤0.01%
68,836
-8,766
1780
$9.61M ﹤0.01%
34,458
-20,428
1781
$9.61M ﹤0.01%
37,905
+11,974
1782
$9.57M ﹤0.01%
230,730
-170,049
1783
$9.57M ﹤0.01%
865,000
1784
$9.55M ﹤0.01%
544,737
-1,912
1785
$9.52M ﹤0.01%
1,178,981
+339,573
1786
$9.52M ﹤0.01%
530,021
+364,913
1787
$9.5M ﹤0.01%
246,096
-8,176
1788
$9.48M ﹤0.01%
652,679
+14,075
1789
$9.43M ﹤0.01%
97,113
-3,199
1790
$9.43M ﹤0.01%
115,207
+11,442
1791
$9.41M ﹤0.01%
613,331
+21,975
1792
$9.39M ﹤0.01%
1,269,358
-308,147
1793
$9.38M ﹤0.01%
62,026
+2,648
1794
$9.37M ﹤0.01%
476,103
+10,039
1795
$9.34M ﹤0.01%
548,023
+128,763
1796
$9.3M ﹤0.01%
218,017
-7,195
1797
$9.28M ﹤0.01%
850,303
-42,395
1798
$9.26M ﹤0.01%
470,534
-23,508
1799
$9.24M ﹤0.01%
282,917
-28,687
1800
$9.21M ﹤0.01%
302,135
+5,348