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
2401
$2.11M ﹤0.01%
79,657
-4,366
2402
$2.1M ﹤0.01%
31,304
-71
2403
$2.1M ﹤0.01%
83,463
-87,666
2404
$2.1M ﹤0.01%
85,051
-4,998
2405
$2.1M ﹤0.01%
150,769
-4,466
2406
$2.09M ﹤0.01%
49,350
-1,853
2407
$2.08M ﹤0.01%
52,620
+5,944
2408
$2.08M ﹤0.01%
38,879
+8,095
2409
$2.08M ﹤0.01%
83,534
-13,868
2410
$2.08M ﹤0.01%
159,538
-5,638
2411
$2.07M ﹤0.01%
156,498
-31,584
2412
$2.07M ﹤0.01%
143,307
-122,128
2413
$2.07M ﹤0.01%
23,619
+437
2414
$2.07M ﹤0.01%
62,492
-166,317
2415
$2.06M ﹤0.01%
118,249
-42,806
2416
$2.05M ﹤0.01%
+3,704
2417
$2.05M ﹤0.01%
+75,045
2418
$2.04M ﹤0.01%
129,168
+2,865
2419
$2.04M ﹤0.01%
+121,861
2420
$2.04M ﹤0.01%
131,448
-50,279
2421
$2.04M ﹤0.01%
147,664
-130,313
2422
$2.04M ﹤0.01%
1,914
+207
2423
$2.03M ﹤0.01%
90,270
+20,644
2424
$2.03M ﹤0.01%
112,555
-4,629
2425
$2.03M ﹤0.01%
31,805
+4,035