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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$5.58M ﹤0.01%
59,859
-2,040
2127
$5.56M ﹤0.01%
2,723,448
+2,679,775
2128
$5.56M ﹤0.01%
2,736,664
-1,409,855
2129
$5.55M ﹤0.01%
139,753
+33,836
2130
$5.55M ﹤0.01%
73,808
-2,993
2131
$5.53M ﹤0.01%
866,110
-91,942
2132
$5.53M ﹤0.01%
680,149
+383,043
2133
$5.53M ﹤0.01%
70,420
-10,848
2134
$5.5M ﹤0.01%
119,870
+276
2135
$5.47M ﹤0.01%
592,501
-723,792
2136
$5.47M ﹤0.01%
141,573
-10,310
2137
$5.46M ﹤0.01%
208,532
+13,422
2138
$5.45M ﹤0.01%
716,226
+34,229
2139
$5.44M ﹤0.01%
351,050
-74,331
2140
$5.43M ﹤0.01%
344,738
+29,984
2141
$5.43M ﹤0.01%
356,058
-107,614
2142
$5.4M ﹤0.01%
187,571
+15,175
2143
$5.38M ﹤0.01%
154,587
-27,600
2144
$5.38M ﹤0.01%
428,831
+26,628
2145
$5.38M ﹤0.01%
138,212
+35,767
2146
$5.36M ﹤0.01%
467,755
+5,351
2147
$5.35M ﹤0.01%
81,529
-13,997
2148
$5.35M ﹤0.01%
69,638
-398,703
2149
$5.34M ﹤0.01%
282,151
+1,648
2150
$5.33M ﹤0.01%
117,819
+2,857