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
2326
$2.35M ﹤0.01%
105,108
-26,980
2327
$2.34M ﹤0.01%
122,681
-22,428
2328
$2.34M ﹤0.01%
102,443
-8,424
2329
$2.34M ﹤0.01%
29,681
-81,538
2330
$2.33M ﹤0.01%
342,425
-32,195
2331
$2.33M ﹤0.01%
48,786
+28,661
2332
$2.33M ﹤0.01%
29,200
-140,948
2333
$2.33M ﹤0.01%
116,699
+1,270
2334
$2.32M ﹤0.01%
76,430
-18,871
2335
$2.32M ﹤0.01%
93,409
-3,498
2336
$2.32M ﹤0.01%
33,296
-431
2337
$2.32M ﹤0.01%
940,758
-10,894
2338
$2.31M ﹤0.01%
117,752
-603
2339
$2.31M ﹤0.01%
69,599
-9,714
2340
$2.31M ﹤0.01%
178,949
+54,265
2341
$2.3M ﹤0.01%
91,728
+53
2342
$2.29M ﹤0.01%
117,295
+8,863
2343
$2.29M ﹤0.01%
8,908
+273
2344
$2.29M ﹤0.01%
58,490
-221,090
2345
$2.28M ﹤0.01%
20,577
+1,482
2346
$2.28M ﹤0.01%
296,294
-47,971
2347
$2.27M ﹤0.01%
298,230
-3,603
2348
$2.26M ﹤0.01%
56,716
-2,512
2349
$2.25M ﹤0.01%
153,302
-149,463
2350
$2.25M ﹤0.01%
60,645
-19,567