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
$321B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,823
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$276M
3 +$204M
4
UPS icon
United Parcel Service
UPS
+$138M
5
WYNN icon
Wynn Resorts
WYNN
+$122M

Top Sells

1 +$675M
2 +$488M
3 +$259M
4
MSFT icon
Microsoft
MSFT
+$244M
5
MRK icon
Merck
MRK
+$232M

Sector Composition

1 Technology 12.92%
2 Financials 12.37%
3 Healthcare 9.67%
4 Consumer Discretionary 8.19%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.11M ﹤0.01%
310,777
-73,725
1977
$4.1M ﹤0.01%
27,701
-1,235
1978
$4.1M ﹤0.01%
190,469
+6,178
1979
$4.09M ﹤0.01%
159,796
-73,387
1980
$4.09M ﹤0.01%
65,355
+6,296
1981
$4.07M ﹤0.01%
24,691
+470
1982
$4.07M ﹤0.01%
242,531
+91,303
1983
$4.06M ﹤0.01%
226,875
-43,725
1984
$4.05M ﹤0.01%
264,131
+99
1985
$4.05M ﹤0.01%
526,127
-8,860
1986
$4.04M ﹤0.01%
82,173
+3,965
1987
$4.03M ﹤0.01%
83,960
+11,899
1988
$4.03M ﹤0.01%
218,200
+5,420
1989
$4.01M ﹤0.01%
280,529
-156,221
1990
$3.99M ﹤0.01%
38,294
-1,988
1991
$3.99M ﹤0.01%
134,849
+10,592
1992
$3.99M ﹤0.01%
90,873
-12,023
1993
$3.98M ﹤0.01%
59,722
-125,191
1994
$3.98M ﹤0.01%
2,040,907
-18,768
1995
$3.94M ﹤0.01%
349,751
+33,265
1996
$3.94M ﹤0.01%
77,603
-80,287
1997
$3.93M ﹤0.01%
99,080
-8,812
1998
$3.91M ﹤0.01%
179,082
-21,198
1999
$3.91M ﹤0.01%
103,339
-3,765
2000
$3.9M ﹤0.01%
191,579
+7,882