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
1776
$9.94M ﹤0.01%
+111,580
1777
$9.94M ﹤0.01%
110,478
-14,117
1778
$9.9M ﹤0.01%
2,199,097
-689,812
1779
$9.86M ﹤0.01%
625,139
-1,223
1780
$9.85M ﹤0.01%
186,842
-3,468
1781
$9.8M ﹤0.01%
542,407
+6,525
1782
$9.79M ﹤0.01%
1,096,273
-32,917
1783
$9.78M ﹤0.01%
688,365
-7,072
1784
$9.78M ﹤0.01%
2,560,068
-181,348
1785
$9.76M ﹤0.01%
495,111
-75,442
1786
$9.76M ﹤0.01%
183,128
-1,634
1787
$9.75M ﹤0.01%
143,723
+36,835
1788
$9.74M ﹤0.01%
141,204
+17,170
1789
$9.73M ﹤0.01%
153,196
-7,995
1790
$9.72M ﹤0.01%
558,700
-39,756
1791
$9.71M ﹤0.01%
339,259
+18,885
1792
$9.66M ﹤0.01%
676,980
-78,963
1793
$9.65M ﹤0.01%
212,470
-392,210
1794
$9.65M ﹤0.01%
656,729
-44,672
1795
$9.64M ﹤0.01%
78,555
-306,185
1796
$9.63M ﹤0.01%
767,078
-165,651
1797
$9.62M ﹤0.01%
815,409
+64,803
1798
$9.62M ﹤0.01%
965,365
-5,478
1799
$9.59M ﹤0.01%
5,185,058
-11,794
1800
$9.57M ﹤0.01%
783,482
-35,312