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
$344B
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$570M
3 +$354M
4
VALE icon
Vale
VALE
+$342M
5
LLY icon
Eli Lilly
LLY
+$322M

Top Sells

1 +$782M
2 +$540M
3 +$466M
4
CPRI icon
Capri Holdings
CPRI
+$376M
5
MSFT icon
Microsoft
MSFT
+$316M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.12%
3 Healthcare 12.92%
4 Financials 12.43%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$3.33M ﹤0.01%
50,783
+3,257
2327
$3.32M ﹤0.01%
188,921
-23,509
2328
$3.32M ﹤0.01%
52,654
-4,560
2329
$3.31M ﹤0.01%
166,075
+4,844
2330
$3.31M ﹤0.01%
130,891
+4,251
2331
$3.29M ﹤0.01%
167,321
+19,696
2332
$3.29M ﹤0.01%
78,044
+3,186
2333
$3.28M ﹤0.01%
72,422
+8,967
2334
$3.27M ﹤0.01%
128,247
+1,474
2335
$3.25M ﹤0.01%
440,153
-1,700,089
2336
$3.24M ﹤0.01%
15,834
+2,494
2337
$3.24M ﹤0.01%
230,433
-53,092
2338
$3.24M ﹤0.01%
691,838
+273,923
2339
$3.24M ﹤0.01%
33,688
+4,710
2340
$3.24M ﹤0.01%
17,584
-42,810
2341
$3.23M ﹤0.01%
236,055
-8,216
2342
$3.22M ﹤0.01%
+3,589
2343
$3.22M ﹤0.01%
30,637
+3,930
2344
$3.21M ﹤0.01%
200,280
+28,668
2345
$3.21M ﹤0.01%
305,870
+152,343
2346
$3.2M ﹤0.01%
196,274
-6,048
2347
$3.19M ﹤0.01%
162,800
+21,436
2348
$3.16M ﹤0.01%
142,600
-6,719
2349
$3.15M ﹤0.01%
203,929
-594
2350
$3.15M ﹤0.01%
173,054
+4,929