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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.73M ﹤0.01%
470,820
-100,820
1977
$4.72M ﹤0.01%
307,191
-24,905
1978
$4.71M ﹤0.01%
+1,783,778
1979
$4.7M ﹤0.01%
126,486
+4,300
1980
$4.67M ﹤0.01%
371,041
+39,347
1981
$4.67M ﹤0.01%
65,829
+15,516
1982
$4.67M ﹤0.01%
177,993
+58,834
1983
$4.67M ﹤0.01%
388,546
+142,711
1984
$4.65M ﹤0.01%
+585,379
1985
$4.65M ﹤0.01%
393,048
+77,137
1986
$4.64M ﹤0.01%
114,196
+19,808
1987
$4.64M ﹤0.01%
1,247,043
-532,885
1988
$4.63M ﹤0.01%
233,471
+52,387
1989
$4.63M ﹤0.01%
514,956
+75,699
1990
$4.63M ﹤0.01%
798,287
+107,506
1991
$4.63M ﹤0.01%
517,215
-107,796
1992
$4.63M ﹤0.01%
247,040
-1,349
1993
$4.63M ﹤0.01%
814,531
+30,502
1994
$4.63M ﹤0.01%
523,679
+171,510
1995
$4.62M ﹤0.01%
795,907
+52,031
1996
$4.62M ﹤0.01%
96,040
+4,260
1997
$4.62M ﹤0.01%
139,408
-13,060
1998
$4.62M ﹤0.01%
104,383
-376,363
1999
$4.6M ﹤0.01%
97,066
+58,114
2000
$4.59M ﹤0.01%
538,588
-108,751