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
1801
$5.42M ﹤0.01%
1,438,503
-103,870
1802
$5.42M ﹤0.01%
323,739
-94,204
1803
$5.42M ﹤0.01%
1,497,023
+603,614
1804
$5.41M ﹤0.01%
251,421
+199,014
1805
$5.39M ﹤0.01%
404,742
-57,409
1806
$5.38M ﹤0.01%
165,551
-127,154
1807
$5.36M ﹤0.01%
202,746
+46,932
1808
$5.35M ﹤0.01%
117,809
-4,107
1809
$5.35M ﹤0.01%
208,295
-17,440
1810
$5.34M ﹤0.01%
278,871
-7,960
1811
$5.34M ﹤0.01%
566,966
+55,921
1812
$5.33M ﹤0.01%
182,469
-36,322
1813
$5.32M ﹤0.01%
369,273
-798,130
1814
$5.32M ﹤0.01%
956,224
+126
1815
$5.31M ﹤0.01%
99,427
-531,318
1816
$5.31M ﹤0.01%
89,023
+12,885
1817
$5.3M ﹤0.01%
193,539
-65,822
1818
$5.28M ﹤0.01%
463,299
-395,966
1819
$5.28M ﹤0.01%
+1,322
1820
$5.28M ﹤0.01%
209,363
-34,193
1821
$5.26M ﹤0.01%
130,791
-6,310
1822
$5.26M ﹤0.01%
2,129,184
-256,264
1823
$5.25M ﹤0.01%
383,556
+287,406
1824
$5.25M ﹤0.01%
343,684
+6,921
1825
$5.25M ﹤0.01%
78,899
-59,948