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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$7.64M ﹤0.01%
192,059
+150,376
1952
$7.64M ﹤0.01%
1,005,108
+903,185
1953
$7.61M ﹤0.01%
157,117
+1,111
1954
$7.57M ﹤0.01%
419,709
-4,815
1955
$7.53M ﹤0.01%
129,832
+7,287
1956
$7.52M ﹤0.01%
900,912
+3,942
1957
$7.51M ﹤0.01%
646,370
+533,157
1958
$7.51M ﹤0.01%
1,236,428
-107,636
1959
$7.5M ﹤0.01%
246,768
-28,695
1960
$7.48M ﹤0.01%
1,061,189
+747,137
1961
$7.45M ﹤0.01%
41,369
-12,778
1962
$7.44M ﹤0.01%
185,060
+2,014
1963
$7.4M ﹤0.01%
140,263
-273
1964
$7.39M ﹤0.01%
107,205
+3,009
1965
$7.38M ﹤0.01%
800,827
+46,871
1966
$7.36M ﹤0.01%
303,696
+72,673
1967
$7.31M ﹤0.01%
692,328
+72,298
1968
$7.29M ﹤0.01%
174,863
+16,397
1969
$7.28M ﹤0.01%
188,409
-11,284
1970
$7.26M ﹤0.01%
+120,000
1971
$7.24M ﹤0.01%
145,463
+96,330
1972
$7.24M ﹤0.01%
212,843
+23,828
1973
$7.21M ﹤0.01%
407,314
-12,396
1974
$7.19M ﹤0.01%
531,259
-56,121
1975
$7.18M ﹤0.01%
96,261
+31,635