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
2026
$4.37M ﹤0.01%
107,504
+20,919
2027
$4.36M ﹤0.01%
167,519
-15,628
2028
$4.36M ﹤0.01%
72,929
-2,056
2029
$4.35M ﹤0.01%
180,116
-279,501
2030
$4.33M ﹤0.01%
330,468
-136,226
2031
$4.33M ﹤0.01%
+56,430
2032
$4.33M ﹤0.01%
115,695
+60
2033
$4.33M ﹤0.01%
57,656
-13,488
2034
$4.31M ﹤0.01%
39,718
-6,782
2035
$4.31M ﹤0.01%
136,840
+4,516
2036
$4.31M ﹤0.01%
45,481
-22,508
2037
$4.3M ﹤0.01%
334,528
+278,295
2038
$4.3M ﹤0.01%
83,957
+50,907
2039
$4.29M ﹤0.01%
301,556
-53,512
2040
$4.29M ﹤0.01%
70,780
-60,110
2041
$4.28M ﹤0.01%
492,254
-54,082
2042
$4.28M ﹤0.01%
159,719
+14,644
2043
$4.28M ﹤0.01%
203,519
+9,816
2044
$4.28M ﹤0.01%
107,456
+12,922
2045
$4.27M ﹤0.01%
528,728
+28,029
2046
$4.27M ﹤0.01%
106,434
-11,041
2047
$4.26M ﹤0.01%
92,369
-8,692
2048
$4.25M ﹤0.01%
1,051,773
-15,290
2049
$4.24M ﹤0.01%
326,876
-1,344
2050
$4.24M ﹤0.01%
40,309
-13,944