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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$473M 0.14%
2,043,073
+25,866
177
$472M 0.14%
3,891,704
+74,874
178
$472M 0.14%
1,977,603
+4,180
179
$472M 0.14%
2,724,505
+338,334
180
$469M 0.14%
1,624,899
+305,217
181
$468M 0.14%
3,071,066
-117,608
182
$467M 0.14%
6,801,399
+865,593
183
$467M 0.14%
712,259
-263,743
184
$466M 0.14%
18,588,568
-58,310
185
$466M 0.14%
1,551,704
-27,268
186
$459M 0.13%
2,905,481
+382,373
187
$459M 0.13%
1,849,132
-358,798
188
$459M 0.13%
6,438,091
+786,935
189
$458M 0.13%
16,937,195
-424,369
190
$458M 0.13%
6,878,587
-93,661
191
$457M 0.13%
1,630,474
-285,570
192
$454M 0.13%
8,704,763
+25,678
193
$454M 0.13%
2,892,083
-35,980
194
$452M 0.13%
13,292,972
+527,692
195
$450M 0.13%
2,676,383
+961,370
196
$448M 0.13%
10,371,493
-1,880,340
197
$443M 0.13%
2,635,933
+534,595
198
$440M 0.13%
4,173,700
-31,986
199
$435M 0.13%
3,065,588
-111,074
200
$434M 0.13%
13,669,791
+2,415,502