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
2226
$2.65M ﹤0.01%
50,000
-50,000
2227
$2.65M ﹤0.01%
135,130
+62,518
2228
$2.65M ﹤0.01%
204,781
+23,374
2229
$2.65M ﹤0.01%
68,936
+9,147
2230
$2.65M ﹤0.01%
35,299
-24,463
2231
$2.64M ﹤0.01%
152,947
+126,797
2232
$2.64M ﹤0.01%
41,658
-6,359
2233
$2.64M ﹤0.01%
183,856
-6,792
2234
$2.63M ﹤0.01%
115,068
-10,427
2235
$2.63M ﹤0.01%
74,664
-8,110
2236
$2.63M ﹤0.01%
102,408
+84,051
2237
$2.63M ﹤0.01%
40,919
-63
2238
$2.63M ﹤0.01%
15,717
-677
2239
$2.62M ﹤0.01%
248,464
+29,538
2240
$2.62M ﹤0.01%
52,938
-2,459
2241
$2.62M ﹤0.01%
18,637
-3,357
2242
$2.62M ﹤0.01%
176,796
+2,914
2243
$2.62M ﹤0.01%
+31,855
2244
$2.61M ﹤0.01%
67,677
+4,151
2245
$2.61M ﹤0.01%
71,658
+18,375
2246
$2.6M ﹤0.01%
555,351
-46,214
2247
$2.6M ﹤0.01%
145,396
+514
2248
$2.6M ﹤0.01%
120,777
+1,897
2249
$2.58M ﹤0.01%
83,150
-20,696
2250
$2.58M ﹤0.01%
101,207
+43,368