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
2401
$2.93M ﹤0.01%
204,418
+26,163
2402
$2.93M ﹤0.01%
88,971
+6,061
2403
$2.92M ﹤0.01%
112,902
+81,650
2404
$2.92M ﹤0.01%
72,477
+6,603
2405
$2.91M ﹤0.01%
140,906
+19,638
2406
$2.9M ﹤0.01%
146,950
+20,897
2407
$2.89M ﹤0.01%
59,587
-24,128
2408
$2.88M ﹤0.01%
138,339
-179,807
2409
$2.88M ﹤0.01%
594,414
+73,302
2410
$2.88M ﹤0.01%
346,923
+8,890
2411
$2.87M ﹤0.01%
92,088
+9,663
2412
$2.86M ﹤0.01%
74,033
-13,531
2413
$2.85M ﹤0.01%
152,956
+72,362
2414
$2.83M ﹤0.01%
59,346
-87,577
2415
$2.82M ﹤0.01%
77,308
-53,570
2416
$2.81M ﹤0.01%
131,887
+82,330
2417
$2.81M ﹤0.01%
321,650
-143,645
2418
$2.81M ﹤0.01%
231,671
+18,923
2419
$2.8M ﹤0.01%
343,539
+26,056
2420
$2.79M ﹤0.01%
2,100,061
-6,994
2421
$2.79M ﹤0.01%
94,296
+9,866
2422
$2.78M ﹤0.01%
+138,488
2423
$2.76M ﹤0.01%
175,843
+2,361
2424
$2.74M ﹤0.01%
444,860
-99,985
2425
$2.73M ﹤0.01%
62,730
-13,843