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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$6.85M ﹤0.01%
991,268
+38,681
1977
$6.84M ﹤0.01%
100,469
+2,525
1978
$6.79M ﹤0.01%
839,901
+66,167
1979
$6.79M ﹤0.01%
340,477
-9,291
1980
$6.77M ﹤0.01%
183,046
+66,943
1981
$6.76M ﹤0.01%
220,423
-87,621
1982
$6.75M ﹤0.01%
259,556
+5,316
1983
$6.73M ﹤0.01%
242,616
-114,151
1984
$6.71M ﹤0.01%
2,514,030
-405,206
1985
$6.69M ﹤0.01%
153,168
-4,937
1986
$6.69M ﹤0.01%
231,023
+155,292
1987
$6.68M ﹤0.01%
221,066
-7,271
1988
$6.68M ﹤0.01%
379,740
+1,123
1989
$6.67M ﹤0.01%
481,187
-35,984
1990
$6.65M ﹤0.01%
245,585
-16,463
1991
$6.62M ﹤0.01%
1,880,696
+509,906
1992
$6.62M ﹤0.01%
753,956
-28,600
1993
$6.59M ﹤0.01%
527,453
+77,132
1994
$6.58M ﹤0.01%
127,057
-5,678
1995
$6.58M ﹤0.01%
558,352
+120,193
1996
$6.57M ﹤0.01%
200,024
+29,510
1997
$6.57M ﹤0.01%
274,025
-12,028
1998
$6.55M ﹤0.01%
81,511
-19,975
1999
$6.55M ﹤0.01%
313,700
-18,700
2000
$6.54M ﹤0.01%
104,196
+48,138