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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$7.23M ﹤0.01%
363,548
+29,400
1852
$7.22M ﹤0.01%
1,151,967
+580,966
1853
$7.22M ﹤0.01%
156,992
+39,886
1854
$7.21M ﹤0.01%
450,426
-61,841
1855
$7.19M ﹤0.01%
236,236
-12,555
1856
$7.18M ﹤0.01%
270,785
+27,215
1857
$7.17M ﹤0.01%
108,416
+6,028
1858
$7.17M ﹤0.01%
156,719
+31,360
1859
$7.16M ﹤0.01%
189,280
+10,899
1860
$7.16M ﹤0.01%
198,891
+6,309
1861
$7.12M ﹤0.01%
494,599
-40,903
1862
$7.12M ﹤0.01%
809,423
-110,858
1863
$7.11M ﹤0.01%
549,253
-11,533
1864
$7.11M ﹤0.01%
201,278
+12,727
1865
$7.08M ﹤0.01%
226,832
+17,339
1866
$7.07M ﹤0.01%
309,422
-5,531
1867
$7.07M ﹤0.01%
215,712
+85,613
1868
$7.03M ﹤0.01%
552,759
-114,008
1869
$7.02M ﹤0.01%
82,145
-861
1870
$7.01M ﹤0.01%
317,611
-310,820
1871
$7.01M ﹤0.01%
349,283
+186,101
1872
$7M ﹤0.01%
290,281
+9,128
1873
$6.99M ﹤0.01%
303,098
+33,339
1874
$6.98M ﹤0.01%
168,946
-312,131
1875
$6.97M ﹤0.01%
167,830
+1,793