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
1876
$8.42M ﹤0.01%
515,360
-183,310
1877
$8.39M ﹤0.01%
80,746
-1,460
1878
$8.38M ﹤0.01%
692,808
+26,271
1879
$8.36M ﹤0.01%
452,003
+4,918
1880
$8.36M ﹤0.01%
349,486
-398,221
1881
$8.35M ﹤0.01%
1,036,212
+803,042
1882
$8.35M ﹤0.01%
165,473
-13,399
1883
$8.34M ﹤0.01%
1,532,543
-69,531
1884
$8.33M ﹤0.01%
85,391
+310
1885
$8.32M ﹤0.01%
300,544
-2,732
1886
$8.31M ﹤0.01%
178,920
-20,612
1887
$8.31M ﹤0.01%
500,839
+11,322
1888
$8.3M ﹤0.01%
1,052,146
-60,120
1889
$8.28M ﹤0.01%
550,590
+135,566
1890
$8.25M ﹤0.01%
188,908
-3,755
1891
$8.24M ﹤0.01%
1,011,559
+545,658
1892
$8.24M ﹤0.01%
667,422
+41,267
1893
$8.23M ﹤0.01%
515,188
-61,709
1894
$8.23M ﹤0.01%
506,973
-557,527
1895
$8.21M ﹤0.01%
543,878
-485,512
1896
$8.2M ﹤0.01%
165,549
-8,494
1897
$8.19M ﹤0.01%
164,900
-139,000
1898
$8.19M ﹤0.01%
239,652
-38,579
1899
$8.19M ﹤0.01%
468,285
-31,960
1900
$8.18M ﹤0.01%
95,937
+15,050