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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$4.66M ﹤0.01%
622
1902
$4.66M ﹤0.01%
160,457
+14,579
1903
$4.65M ﹤0.01%
353,339
-53,607
1904
$4.63M ﹤0.01%
326,735
+27,142
1905
$4.61M ﹤0.01%
461,474
+249,607
1906
$4.59M ﹤0.01%
273,564
-5,904
1907
$4.57M ﹤0.01%
59,453
+3,273
1908
$4.56M ﹤0.01%
164,391
-40,755
1909
$4.54M ﹤0.01%
247,925
-12,164
1910
$4.53M ﹤0.01%
247,634
-6,074
1911
$4.53M ﹤0.01%
137,105
+51,451
1912
$4.52M ﹤0.01%
286,105
-1,110
1913
$4.52M ﹤0.01%
66,530
+9,644
1914
$4.51M ﹤0.01%
264,734
+29,433
1915
$4.5M ﹤0.01%
160,171
+618
1916
$4.49M ﹤0.01%
392,545
+10
1917
$4.49M ﹤0.01%
170,695
-15,192
1918
$4.48M ﹤0.01%
144,804
-59,894
1919
$4.47M ﹤0.01%
453,803
+26,239
1920
$4.45M ﹤0.01%
1,844,396
+285,083
1921
$4.44M ﹤0.01%
197,785
-208,430
1922
$4.43M ﹤0.01%
96,660
-6,027
1923
$4.43M ﹤0.01%
124,284
+43,620
1924
$4.42M ﹤0.01%
248,548
+4,563
1925
$4.42M ﹤0.01%
51,654
-28,000