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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$8.84M ﹤0.01%
181,983
+53,473
1877
$8.84M ﹤0.01%
61,487
-2,890
1878
$8.83M ﹤0.01%
297,216
-100,592
1879
$8.81M ﹤0.01%
128,731
-82,168
1880
$8.8M ﹤0.01%
1,111,073
+29,641
1881
$8.8M ﹤0.01%
264,852
+25,895
1882
$8.79M ﹤0.01%
521,958
+1,552
1883
$8.75M ﹤0.01%
530,236
+240,711
1884
$8.75M ﹤0.01%
861,584
+427,266
1885
$8.74M ﹤0.01%
196,661
+70,166
1886
$8.74M ﹤0.01%
127,652
+13,074
1887
$8.74M ﹤0.01%
378,535
+209,537
1888
$8.7M ﹤0.01%
1,608,208
-51,721
1889
$8.66M ﹤0.01%
225,764
-66,192
1890
$8.66M ﹤0.01%
471,051
-29,159
1891
$8.66M ﹤0.01%
973,874
-653,407
1892
$8.65M ﹤0.01%
241,680
+22,671
1893
$8.64M ﹤0.01%
229,409
+85,365
1894
$8.64M ﹤0.01%
380,303
-44,772
1895
$8.63M ﹤0.01%
142,201
-4,350
1896
$8.63M ﹤0.01%
1,054,554
+652,328
1897
$8.59M ﹤0.01%
1,272,691
+165,405
1898
$8.59M ﹤0.01%
451,384
+65,805
1899
$8.58M ﹤0.01%
414,819
+64,314
1900
$8.58M ﹤0.01%
221,986
-29,658