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
2326
$3.15M ﹤0.01%
10,738
-29,543
2327
$3.14M ﹤0.01%
51,480
+32,960
2328
$3.14M ﹤0.01%
96,141
+1,909
2329
$3.14M ﹤0.01%
97,416
+1,308
2330
$3.12M ﹤0.01%
666,189
-42,777
2331
$3.12M ﹤0.01%
250,655
+26,234
2332
$3.11M ﹤0.01%
546,122
+56,607
2333
$3.09M ﹤0.01%
195,372
-7,663
2334
$3.09M ﹤0.01%
+42,352
2335
$3.09M ﹤0.01%
193,065
+6,722
2336
$3.09M ﹤0.01%
56,119
-2,878
2337
$3.08M ﹤0.01%
445,075
+71,710
2338
$3.08M ﹤0.01%
343,202
+41,711
2339
$3.06M ﹤0.01%
88,434
+60,075
2340
$3.06M ﹤0.01%
134,610
-17,159
2341
$3.06M ﹤0.01%
119,000
+80,000
2342
$3.05M ﹤0.01%
390,543
+24,724
2343
$3.03M ﹤0.01%
197,196
-9,165
2344
$3.03M ﹤0.01%
468,814
-56,827
2345
$3.02M ﹤0.01%
169,055
+35,044
2346
$3.02M ﹤0.01%
169,519
-21,291
2347
$3.02M ﹤0.01%
693,890
-16,601
2348
$3.01M ﹤0.01%
135,763
-22,000
2349
$3.01M ﹤0.01%
55,422
+4,180
2350
$3M ﹤0.01%
29,786
-312