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
2226
$4.53M ﹤0.01%
957,541
+21,370
2227
$4.52M ﹤0.01%
238,859
+151,086
2228
$4.52M ﹤0.01%
222,387
+78,447
2229
$4.51M ﹤0.01%
100,350
-1,131,636
2230
$4.5M ﹤0.01%
665,618
-817,908
2231
$4.48M ﹤0.01%
76,225
-23,141
2232
$4.46M ﹤0.01%
344,904
+12,037
2233
$4.46M ﹤0.01%
1,228,955
-32,341
2234
$4.46M ﹤0.01%
430,830
+67,865
2235
$4.45M ﹤0.01%
96,736
+1,750
2236
$4.43M ﹤0.01%
636,273
-31,753
2237
$4.42M ﹤0.01%
199,013
-209,405
2238
$4.42M ﹤0.01%
279,169
+76,039
2239
$4.41M ﹤0.01%
635,580
+11,240
2240
$4.4M ﹤0.01%
586,514
+39,925
2241
$4.4M ﹤0.01%
507,814
+31,015
2242
$4.37M ﹤0.01%
829,441
+732,406
2243
$4.37M ﹤0.01%
314,232
+158,850
2244
$4.36M ﹤0.01%
196,201
+185,652
2245
$4.35M ﹤0.01%
143,842
-96,580
2246
$4.34M ﹤0.01%
124,500
-27,071
2247
$4.3M ﹤0.01%
63,462
-6,463
2248
$4.3M ﹤0.01%
564,949
+548,088
2249
$4.29M ﹤0.01%
247,998
+140,646
2250
$4.26M ﹤0.01%
183,596
-15,978