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
$394B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,087
New
Increased
Reduced
Closed

Top Buys

1 +$956M
2 +$736M
3 +$427M
4
MRK icon
Merck
MRK
+$427M
5
NTES icon
NetEase
NTES
+$421M

Top Sells

1 +$1.2B
2 +$898M
3 +$559M
4
ORCL icon
Oracle
ORCL
+$471M
5
COF icon
Capital One
COF
+$456M

Sector Composition

1 Technology 20.29%
2 Financials 13.41%
3 Healthcare 12.62%
4 Consumer Discretionary 12.45%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$4.43M ﹤0.01%
44,540
+10,150
2377
$4.43M ﹤0.01%
114,068
+15,582
2378
$4.42M ﹤0.01%
120,068
+5,818
2379
$4.42M ﹤0.01%
93,537
-128,240
2380
$4.41M ﹤0.01%
+79,666
2381
$4.4M ﹤0.01%
560,211
+3,224
2382
$4.39M ﹤0.01%
354,578
+17,013
2383
$4.38M ﹤0.01%
176,714
+9,255
2384
$4.38M ﹤0.01%
1,198,600
+37,300
2385
$4.38M ﹤0.01%
229,114
+6,031
2386
$4.37M ﹤0.01%
180,257
+142,772
2387
$4.37M ﹤0.01%
435,842
+9,403
2388
$4.34M ﹤0.01%
134,242
+3,774
2389
$4.33M ﹤0.01%
37,054
+206
2390
$4.33M ﹤0.01%
114,682
-71,101
2391
$4.33M ﹤0.01%
176,718
+27,928
2392
$4.32M ﹤0.01%
215,276
-28,786
2393
$4.32M ﹤0.01%
106,734
+20,272
2394
$4.31M ﹤0.01%
363,732
+5,076
2395
$4.31M ﹤0.01%
85,956
+8,840
2396
$4.29M ﹤0.01%
171,530
-593,784
2397
$4.29M ﹤0.01%
629,269
+106,405
2398
$4.28M ﹤0.01%
148,699
+1,240
2399
$4.28M ﹤0.01%
168,770
+33,943
2400
$4.28M ﹤0.01%
451,210
+50,633