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
1951
$7.54M ﹤0.01%
914,492
-86,323
1952
$7.53M ﹤0.01%
134,062
-3,221
1953
$7.51M ﹤0.01%
88,703
-589,060
1954
$7.47M ﹤0.01%
611,966
-24,394
1955
$7.46M ﹤0.01%
139,997
-12,012
1956
$7.46M ﹤0.01%
474,898
-4,732
1957
$7.46M ﹤0.01%
140,848
-17,884
1958
$7.43M ﹤0.01%
491,440
+25,232
1959
$7.42M ﹤0.01%
122,497
-147,638
1960
$7.41M ﹤0.01%
523,016
+249,726
1961
$7.41M ﹤0.01%
1,969,582
-278,460
1962
$7.4M ﹤0.01%
514,572
-28,997
1963
$7.4M ﹤0.01%
100,475
-3,416
1964
$7.36M ﹤0.01%
299,509
-17,674
1965
$7.34M ﹤0.01%
188,954
-767
1966
$7.32M ﹤0.01%
107,855
-1,557
1967
$7.31M ﹤0.01%
61,929
+34,000
1968
$7.31M ﹤0.01%
190,348
-52,509
1969
$7.3M ﹤0.01%
264,411
-13,525
1970
$7.3M ﹤0.01%
67,588
-204
1971
$7.3M ﹤0.01%
112,000
1972
$7.27M ﹤0.01%
1,017,149
-31,727
1973
$7.27M ﹤0.01%
296,342
-1,598
1974
$7.26M ﹤0.01%
210,336
+25,229
1975
$7.26M ﹤0.01%
320,676
+138,999