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
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$3.09M ﹤0.01%
155,447
+53,366
2377
$3.07M ﹤0.01%
469,926
-25,354
2378
$3.07M ﹤0.01%
59,548
+11,335
2379
$3.07M ﹤0.01%
109,175
-138,094
2380
$3.07M ﹤0.01%
225,042
+24,240
2381
$3.06M ﹤0.01%
226,303
+7,395
2382
$3.05M ﹤0.01%
107,546
-187,988
2383
$3.04M ﹤0.01%
69,465
+3,326
2384
$3.04M ﹤0.01%
805
+356
2385
$3.03M ﹤0.01%
351,982
+4,693
2386
$3.02M ﹤0.01%
465,119
+19,222
2387
$3.02M ﹤0.01%
410,936
-404,479
2388
$3.01M ﹤0.01%
209,380
+78,232
2389
$3.01M ﹤0.01%
139,143
+16,715
2390
$3M ﹤0.01%
85,270
-9,126
2391
$2.99M ﹤0.01%
251,959
+3,394
2392
$2.98M ﹤0.01%
562,346
+12,110
2393
$2.98M ﹤0.01%
649,124
+3,510
2394
$2.97M ﹤0.01%
312,122
+267,006
2395
$2.97M ﹤0.01%
280,508
+7,797
2396
$2.96M ﹤0.01%
7,500
-2,500
2397
$2.96M ﹤0.01%
+391,546
2398
$2.96M ﹤0.01%
52,836
+5,734
2399
$2.94M ﹤0.01%
266,677
+12,634
2400
$2.94M ﹤0.01%
40,324
-2,368