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
1926
$7.79M ﹤0.01%
4,570
-2,272
1927
$7.77M ﹤0.01%
422,521
-12,029
1928
$7.77M ﹤0.01%
620,720
+72,961
1929
$7.76M ﹤0.01%
138,737
-15,429
1930
$7.73M ﹤0.01%
393,819
-82,007
1931
$7.72M ﹤0.01%
268,816
+20,431
1932
$7.72M ﹤0.01%
359,144
+13,777
1933
$7.71M ﹤0.01%
152,098
+10,174
1934
$7.7M ﹤0.01%
422,968
+6,116
1935
$7.68M ﹤0.01%
308,019
-19,232
1936
$7.68M ﹤0.01%
315,485
-288,879
1937
$7.67M ﹤0.01%
148,449
-9,403
1938
$7.66M ﹤0.01%
65,208
+13,628
1939
$7.65M ﹤0.01%
308,100
+61,083
1940
$7.64M ﹤0.01%
300,104
-18,074
1941
$7.63M ﹤0.01%
350,826
+12,464
1942
$7.62M ﹤0.01%
1,482,474
-79,399
1943
$7.61M ﹤0.01%
866,224
-491,189
1944
$7.61M ﹤0.01%
198,995
-2,270,874
1945
$7.6M ﹤0.01%
736,535
-59,483
1946
$7.59M ﹤0.01%
226,073
-144,411
1947
$7.57M ﹤0.01%
194,617
-100,348
1948
$7.56M ﹤0.01%
73,922
-7,620
1949
$7.56M ﹤0.01%
82,678
-2,458
1950
$7.55M ﹤0.01%
218,176
+1,654