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
1851
$5.04M ﹤0.01%
360,702
-56,061
1852
$5.04M ﹤0.01%
249,214
-83,363
1853
$5.03M ﹤0.01%
191,060
+8,995
1854
$5.02M ﹤0.01%
285,153
+322
1855
$5.01M ﹤0.01%
282,432
-13,072
1856
$5M ﹤0.01%
127,847
+7,914
1857
$5M ﹤0.01%
282,393
-898,249
1858
$4.98M ﹤0.01%
195,742
-42,481
1859
$4.96M ﹤0.01%
229,678
-13,488
1860
$4.96M ﹤0.01%
446,008
+44,181
1861
$4.94M ﹤0.01%
140,729
-97,931
1862
$4.94M ﹤0.01%
437,170
+35,990
1863
$4.94M ﹤0.01%
499,462
-2,595
1864
$4.93M ﹤0.01%
240,131
-121,579
1865
$4.92M ﹤0.01%
101,088
-6,758
1866
$4.92M ﹤0.01%
75,178
-135,112
1867
$4.91M ﹤0.01%
120,500
+6,087
1868
$4.91M ﹤0.01%
246,217
-1,443
1869
$4.9M ﹤0.01%
75,749
+38,590
1870
$4.88M ﹤0.01%
312,333
+8,037
1871
$4.87M ﹤0.01%
256,605
-3,265
1872
$4.86M ﹤0.01%
405,371
+21,704
1873
$4.86M ﹤0.01%
556,912
+394,885
1874
$4.85M ﹤0.01%
112,170
+7,092
1875
$4.84M ﹤0.01%
232,893
+23,700