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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$6.83M ﹤0.01%
135,373
+5,837
2152
$6.81M ﹤0.01%
398,690
-23,669
2153
$6.8M ﹤0.01%
116,349
-61,607
2154
$6.75M ﹤0.01%
420,320
-36,718
2155
$6.75M ﹤0.01%
253,111
-179,658
2156
$6.75M ﹤0.01%
117,302
-8,092
2157
$6.75M ﹤0.01%
507,947
-43,734
2158
$6.74M ﹤0.01%
538,041
+139,891
2159
$6.74M ﹤0.01%
269,533
+9,610
2160
$6.71M ﹤0.01%
153,181
-93,335
2161
$6.71M ﹤0.01%
761,273
-129,936
2162
$6.7M ﹤0.01%
163,492
+40,471
2163
$6.7M ﹤0.01%
126,378
+10,436
2164
$6.7M ﹤0.01%
502,702
-710,855
2165
$6.69M ﹤0.01%
837,004
-320,618
2166
$6.66M ﹤0.01%
144,611
+12,683
2167
$6.65M ﹤0.01%
593,532
+181,366
2168
$6.64M ﹤0.01%
151,965
+27,161
2169
$6.63M ﹤0.01%
86,285
+2,980
2170
$6.62M ﹤0.01%
110,569
+2,073
2171
$6.61M ﹤0.01%
321,531
-682,279
2172
$6.6M ﹤0.01%
268,036
+18,297
2173
$6.59M ﹤0.01%
385,292
+53,760
2174
$6.56M ﹤0.01%
108,224
+21,408
2175
$6.56M ﹤0.01%
94,151
-18,435