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
1851
$8.31M ﹤0.01%
+450,527
1852
$8.3M ﹤0.01%
22,207
+958
1853
$8.28M ﹤0.01%
531,020
-387,242
1854
$8.27M ﹤0.01%
283,298
-143,226
1855
$8.26M ﹤0.01%
56,686
-722
1856
$8.26M ﹤0.01%
182,099
+13,841
1857
$8.22M ﹤0.01%
771,587
-113,520
1858
$8.19M ﹤0.01%
438,422
+80,638
1859
$8.18M ﹤0.01%
322,147
-250,208
1860
$8.12M ﹤0.01%
1,006,237
-11,092
1861
$8.09M ﹤0.01%
183,904
+48,454
1862
$8.07M ﹤0.01%
61,916
-232,906
1863
$8.02M ﹤0.01%
182,487
+41,530
1864
$8.01M ﹤0.01%
233,204
+38,221
1865
$8.01M ﹤0.01%
252,891
+11,135
1866
$8M ﹤0.01%
688,221
+39,600
1867
$7.99M ﹤0.01%
+218,956
1868
$7.98M ﹤0.01%
295,359
+46,621
1869
$7.96M ﹤0.01%
909,148
+298,392
1870
$7.96M ﹤0.01%
705,398
+269,439
1871
$7.94M ﹤0.01%
127,920
-309,978
1872
$7.91M ﹤0.01%
304,758
+18,492
1873
$7.89M ﹤0.01%
383,412
+27,816
1874
$7.87M ﹤0.01%
217,575
+23,725
1875
$7.86M ﹤0.01%
+700,000