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
2151
$2.98M ﹤0.01%
15,019
+178
2152
$2.98M ﹤0.01%
135,533
-280,890
2153
$2.97M ﹤0.01%
290,395
-90,758
2154
$2.97M ﹤0.01%
179,868
-338,278
2155
$2.97M ﹤0.01%
180,958
-24,084
2156
$2.97M ﹤0.01%
1,182
+371
2157
$2.97M ﹤0.01%
147,710
-95,081
2158
$2.96M ﹤0.01%
63,856
-1,779
2159
$2.96M ﹤0.01%
+59,754
2160
$2.96M ﹤0.01%
122,898
+367
2161
$2.96M ﹤0.01%
77,611
-28,379
2162
$2.95M ﹤0.01%
117,151
+658
2163
$2.94M ﹤0.01%
264,462
+99,507
2164
$2.94M ﹤0.01%
168,637
+23,501
2165
$2.93M ﹤0.01%
25,015
+22,498
2166
$2.92M ﹤0.01%
133,567
-81,724
2167
$2.92M ﹤0.01%
81,137
+3,338
2168
$2.92M ﹤0.01%
42,628
-93,961
2169
$2.91M ﹤0.01%
52,046
+7,529
2170
$2.91M ﹤0.01%
157,160
-896,971
2171
$2.91M ﹤0.01%
129,502
+160
2172
$2.9M ﹤0.01%
86,764
+4,493
2173
$2.88M ﹤0.01%
183,277
-13,897
2174
$2.87M ﹤0.01%
401,116
+28,195
2175
$2.86M ﹤0.01%
199,504
+85,539