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
2126
$3.1M ﹤0.01%
549,805
-132,589
2127
$3.09M ﹤0.01%
91,100
+442
2128
$3.09M ﹤0.01%
165,944
+106,164
2129
$3.08M ﹤0.01%
125,332
-24,805
2130
$3.08M ﹤0.01%
180,542
-9,307
2131
$3.08M ﹤0.01%
230,712
-76,180
2132
$3.06M ﹤0.01%
62,627
+7,027
2133
$3.05M ﹤0.01%
79,660
+8,880
2134
$3.04M ﹤0.01%
145,093
+64,148
2135
$3.04M ﹤0.01%
208,400
-250,000
2136
$3.04M ﹤0.01%
107,055
-11,070
2137
$3.03M ﹤0.01%
36,453
+4,177
2138
$3.02M ﹤0.01%
238,395
-143,339
2139
$3.02M ﹤0.01%
160,494
+5,815
2140
$3.02M ﹤0.01%
204,810
-261,740
2141
$3.02M ﹤0.01%
112,628
-29,420
2142
$3.02M ﹤0.01%
176,338
-41,878
2143
$3.02M ﹤0.01%
160,082
-50,504
2144
$3.01M ﹤0.01%
90,314
+885
2145
$3.01M ﹤0.01%
1,200,000
2146
$3M ﹤0.01%
190,510
+12,354
2147
$3M ﹤0.01%
41,176
+573
2148
$3M ﹤0.01%
257,046
-42,534
2149
$2.99M ﹤0.01%
15,510
-2,323
2150
$2.99M ﹤0.01%
300,000