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
2176
$2.86M ﹤0.01%
145,439
+47,120
2177
$2.86M ﹤0.01%
116,301
-9,495
2178
$2.85M ﹤0.01%
424,112
-238,290
2179
$2.85M ﹤0.01%
400,905
+131,109
2180
$2.85M ﹤0.01%
45,592
+5,426
2181
$2.84M ﹤0.01%
979,059
-152,987
2182
$2.83M ﹤0.01%
109,109
-268,511
2183
$2.83M ﹤0.01%
193,245
+34,488
2184
$2.82M ﹤0.01%
376,062
+125,163
2185
$2.82M ﹤0.01%
162,000
-149,036
2186
$2.81M ﹤0.01%
179,077
-299,913
2187
$2.81M ﹤0.01%
132,810
+15,356
2188
$2.8M ﹤0.01%
68,716
-267
2189
$2.79M ﹤0.01%
293,557
+26,987
2190
$2.78M ﹤0.01%
50,114
+4,513
2191
$2.78M ﹤0.01%
412,052
+1,244
2192
$2.77M ﹤0.01%
211,530
-158,956
2193
$2.77M ﹤0.01%
159,112
-20,529
2194
$2.77M ﹤0.01%
84,284
-111,598
2195
$2.77M ﹤0.01%
51,839
+402
2196
$2.77M ﹤0.01%
177,604
-2,329
2197
$2.77M ﹤0.01%
287,320
-2,769
2198
$2.77M ﹤0.01%
45,151
-52,682
2199
$2.76M ﹤0.01%
85,433
-201,915
2200
$2.75M ﹤0.01%
46,344
-17,518