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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$9.88M ﹤0.01%
316,172
-15,834
1952
$9.88M ﹤0.01%
589,867
+23,697
1953
$9.85M ﹤0.01%
245,295
+24,293
1954
$9.84M ﹤0.01%
630,908
+17,443
1955
$9.83M ﹤0.01%
681,050
+88,222
1956
$9.82M ﹤0.01%
170,279
+20,279
1957
$9.8M ﹤0.01%
542,431
-3,545
1958
$9.78M ﹤0.01%
600,297
-32,776
1959
$9.78M ﹤0.01%
669,193
-320,486
1960
$9.77M ﹤0.01%
376,571
+107,690
1961
$9.76M ﹤0.01%
187,039
+3,912
1962
$9.72M ﹤0.01%
433,750
+81,234
1963
$9.7M ﹤0.01%
493,885
+47,171
1964
$9.69M ﹤0.01%
166,391
-371
1965
$9.68M ﹤0.01%
160,314
1966
$9.65M ﹤0.01%
151,729
+118,800
1967
$9.65M ﹤0.01%
406,597
+51,840
1968
$9.64M ﹤0.01%
835,588
-61,013
1969
$9.64M ﹤0.01%
226,858
+110,349
1970
$9.64M ﹤0.01%
2,639,880
+103,959
1971
$9.63M ﹤0.01%
244,783
+21,513
1972
$9.62M ﹤0.01%
827,470
+88,008
1973
$9.62M ﹤0.01%
1,063,807
-408,160
1974
$9.59M ﹤0.01%
9,045,710
+1,097,209
1975
$9.57M ﹤0.01%
1,063,159
-1,519,226