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
1876
$6.96M ﹤0.01%
118,923
+38,081
1877
$6.93M ﹤0.01%
96,068
-3,106
1878
$6.93M ﹤0.01%
143,161
+876
1879
$6.91M ﹤0.01%
460,858
-3,103
1880
$6.91M ﹤0.01%
402,950
-935
1881
$6.89M ﹤0.01%
107,026
-6,120
1882
$6.87M ﹤0.01%
204,290
+1,096
1883
$6.87M ﹤0.01%
60,900
-5,500
1884
$6.86M ﹤0.01%
149,991
+17,589
1885
$6.85M ﹤0.01%
296,090
-169,437
1886
$6.84M ﹤0.01%
566,401
-78,655
1887
$6.79M ﹤0.01%
155,270
+18,701
1888
$6.79M ﹤0.01%
78,078
+76,170
1889
$6.79M ﹤0.01%
143,152
+8,912
1890
$6.79M ﹤0.01%
889,392
-52,203
1891
$6.78M ﹤0.01%
320,575
+1,953
1892
$6.77M ﹤0.01%
7,542
-2,444
1893
$6.76M ﹤0.01%
159,232
+4,817
1894
$6.76M ﹤0.01%
341,723
+202,308
1895
$6.76M ﹤0.01%
168,618
-5,757
1896
$6.72M ﹤0.01%
706,516
+44,901
1897
$6.72M ﹤0.01%
377,808
+32,558
1898
$6.71M ﹤0.01%
225,851
+34,253
1899
$6.7M ﹤0.01%
246,641
-32,529
1900
$6.69M ﹤0.01%
1,934,617
-207,748