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
$473B
AUM Growth
+$7.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$691M
3 +$586M
4
PEP icon
PepsiCo
PEP
+$510M
5
SUN icon
Sunoco
SUN
+$454M

Top Sells

1 +$793M
2 +$490M
3 +$431M
4
FLUT icon
Flutter Entertainment
FLUT
+$424M
5
UDR icon
UDR
UDR
+$419M

Sector Composition

1 Technology 25.82%
2 Financials 11.96%
3 Industrials 11.43%
4 Healthcare 10.48%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$3.84M ﹤0.01%
433,595
-4,491
2252
$3.83M ﹤0.01%
263,267
+21,556
2253
$3.82M ﹤0.01%
98,551
+4,120
2254
$3.81M ﹤0.01%
369,312
+135,259
2255
$3.8M ﹤0.01%
1,062,830
+170,483
2256
$3.8M ﹤0.01%
357,203
-52,543
2257
$3.79M ﹤0.01%
247,756
+12,363
2258
$3.77M ﹤0.01%
419,521
+106,365
2259
$3.76M ﹤0.01%
+197,834
2260
$3.76M ﹤0.01%
230,040
-13,744
2261
$3.75M ﹤0.01%
991,516
-328,523
2262
$3.74M ﹤0.01%
135,591
-705
2263
$3.74M ﹤0.01%
214,219
+8,317
2264
$3.74M ﹤0.01%
292,272
-2,979
2265
$3.74M ﹤0.01%
+66,920
2266
$3.72M ﹤0.01%
107,299
-7,647
2267
$3.72M ﹤0.01%
102,303
-26,711
2268
$3.72M ﹤0.01%
145,057
-14,467
2269
$3.72M ﹤0.01%
102,763
+17,169
2270
$3.7M ﹤0.01%
416,096
-32,864
2271
$3.7M ﹤0.01%
29,954
+2,709
2272
$3.69M ﹤0.01%
741,243
-73,845
2273
$3.69M ﹤0.01%
+231,064
2274
$3.66M ﹤0.01%
124,555
+9,202
2275
$3.66M ﹤0.01%
131,475
-37,936