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
$330B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1 +$884M
2 +$447M
3 +$388M
4
ZTO icon
ZTO Express
ZTO
+$285M
5
ABBV icon
AbbVie
ABBV
+$252M

Top Sells

1 +$321M
2 +$317M
3 +$256M
4
CRM icon
Salesforce
CRM
+$233M
5
EXC icon
Exelon
EXC
+$231M

Sector Composition

1 Technology 18.16%
2 Healthcare 13.37%
3 Financials 12.69%
4 Industrials 10.59%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$442M 0.13%
3,908,659
+98,896
177
$442M 0.13%
2,728,704
+4,443
178
$441M 0.13%
9,234,728
-372,451
179
$440M 0.13%
5,357,508
-1,337,788
180
$438M 0.13%
13,214,757
-2,375,283
181
$435M 0.13%
5,431,846
-196,555
182
$434M 0.13%
2,663,948
+111,816
183
$431M 0.13%
28,884,670
-401,132
184
$430M 0.13%
16,599,695
+5,087,666
185
$429M 0.13%
13,998,215
-574,372
186
$428M 0.13%
10,246,309
-1,299,888
187
$427M 0.13%
1,985,177
+498,668
188
$423M 0.13%
6,742,888
+21,122
189
$418M 0.13%
3,140,559
-11,360
190
$417M 0.13%
3,664,690
+999,611
191
$417M 0.13%
3,326,276
+497,632
192
$412M 0.12%
13,593,082
+357,075
193
$411M 0.12%
7,476,106
-852,474
194
$411M 0.12%
6,217,154
-989,980
195
$411M 0.12%
5,879,965
-288,042
196
$409M 0.12%
5,330,459
+1,255,111
197
$407M 0.12%
13,102,223
-10,190,489
198
$406M 0.12%
27,719,103
-5,006,447
199
$405M 0.12%
11,610,694
-2,842,166
200
$405M 0.12%
5,730,215
-24,996