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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$4.09M ﹤0.01%
247,284
+24,181
2277
$4.08M ﹤0.01%
121,995
-13,596
2278
$4.07M ﹤0.01%
128,178
-2,400
2279
$4.07M ﹤0.01%
592,567
-592
2280
$4.05M ﹤0.01%
137,858
+121,494
2281
$4.05M ﹤0.01%
+316,215
2282
$4.04M ﹤0.01%
522,811
+31,610
2283
$4.04M ﹤0.01%
699,345
-561,677
2284
$3.99M ﹤0.01%
77,829
+4,528
2285
$3.99M ﹤0.01%
127,169
-10,496
2286
$3.99M ﹤0.01%
17,982
-5,848
2287
$3.98M ﹤0.01%
79,300
2288
$3.98M ﹤0.01%
130,907
+106,513
2289
$3.98M ﹤0.01%
140,509
+9,034
2290
$3.94M ﹤0.01%
1,396,640
+62,303
2291
$3.93M ﹤0.01%
80,752
-414,875
2292
$3.93M ﹤0.01%
553,120
+6,998
2293
$3.92M ﹤0.01%
378,107
+59,902
2294
$3.92M ﹤0.01%
786,579
+697,538
2295
$3.91M ﹤0.01%
+101,636
2296
$3.9M ﹤0.01%
232,491
-162,062
2297
$3.89M ﹤0.01%
340,645
+10,490
2298
$3.89M ﹤0.01%
863,277
+169,387
2299
$3.89M ﹤0.01%
98,180
-65,720
2300
$3.89M ﹤0.01%
277,486
+232,925