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
2276
$2.49M ﹤0.01%
70,933
-420
2277
$2.49M ﹤0.01%
21,339
+689
2278
$2.48M ﹤0.01%
22,651
+387
2279
$2.48M ﹤0.01%
99,387
-222,143
2280
$2.47M ﹤0.01%
50,507
+2,297
2281
$2.47M ﹤0.01%
137,074
+82,734
2282
$2.47M ﹤0.01%
153,524
-47,611
2283
$2.47M ﹤0.01%
132,027
-57,757
2284
$2.46M ﹤0.01%
17,524
+261
2285
$2.46M ﹤0.01%
104,130
+50,772
2286
$2.45M ﹤0.01%
23,022
-4,439
2287
$2.45M ﹤0.01%
161,716
-9,917
2288
$2.44M ﹤0.01%
11,766
-920
2289
$2.43M ﹤0.01%
129,843
+15,876
2290
$2.43M ﹤0.01%
6,518
+45
2291
$2.42M ﹤0.01%
41,343
+1,537
2292
$2.42M ﹤0.01%
178,112
+22,838
2293
$2.42M ﹤0.01%
172,354
-10,575
2294
$2.42M ﹤0.01%
282,886
-31,232
2295
$2.42M ﹤0.01%
382,727
+47,542
2296
$2.41M ﹤0.01%
27,280
+3,528
2297
$2.41M ﹤0.01%
84,136
+9,961
2298
$2.41M ﹤0.01%
71,501
-1,579
2299
$2.4M ﹤0.01%
113,840
-3,682
2300
$2.4M ﹤0.01%
159,054
+6,086