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
1851
$8.67M ﹤0.01%
297,412
-196,293
1852
$8.66M ﹤0.01%
436,980
+2,756
1853
$8.65M ﹤0.01%
450,758
-36,422
1854
$8.64M ﹤0.01%
559,812
-30,279
1855
$8.63M ﹤0.01%
250,533
-9,850
1856
$8.62M ﹤0.01%
853,770
-563,358
1857
$8.62M ﹤0.01%
609,385
-116,186
1858
$8.62M ﹤0.01%
479,147
-23,696
1859
$8.61M ﹤0.01%
183,616
-27,178
1860
$8.6M ﹤0.01%
1,025,974
-143,167
1861
$8.58M ﹤0.01%
2,205,535
-520,845
1862
$8.57M ﹤0.01%
230,562
-9,607
1863
$8.56M ﹤0.01%
577,663
+99,165
1864
$8.55M ﹤0.01%
168,169
+76,197
1865
$8.54M ﹤0.01%
179,509
-33,117
1866
$8.54M ﹤0.01%
477,105
+117,344
1867
$8.53M ﹤0.01%
2,410,675
+26,971
1868
$8.53M ﹤0.01%
317,561
-65,318
1869
$8.53M ﹤0.01%
741,395
-57,333
1870
$8.53M ﹤0.01%
460,579
-37,013
1871
$8.52M ﹤0.01%
988,970
-31,428
1872
$8.48M ﹤0.01%
78,535
+5,375
1873
$8.47M ﹤0.01%
198,732
-4,139
1874
$8.45M ﹤0.01%
109,830
+1,916
1875
$8.44M ﹤0.01%
201,375
-62,038