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
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$3M ﹤0.01%
51,158
-12,287
2402
$2.99M ﹤0.01%
73,302
+521
2403
$2.99M ﹤0.01%
12,251
+1,593
2404
$2.99M ﹤0.01%
444,762
+17,324
2405
$2.98M ﹤0.01%
99,342
-2,850
2406
$2.97M ﹤0.01%
59,118
2407
$2.97M ﹤0.01%
100,353
-140,978
2408
$2.96M ﹤0.01%
194,419
-3,507
2409
$2.96M ﹤0.01%
70,966
+60,997
2410
$2.95M ﹤0.01%
242,123
+18,718
2411
$2.93M ﹤0.01%
+355,340
2412
$2.92M ﹤0.01%
342,383
-28,953
2413
$2.9M ﹤0.01%
108,062
+3,288
2414
$2.89M ﹤0.01%
78,990
-3,680
2415
$2.88M ﹤0.01%
167,401
+12,573
2416
$2.87M ﹤0.01%
+333,354
2417
$2.87M ﹤0.01%
38,045
-36,150
2418
$2.87M ﹤0.01%
204,680
+7,263
2419
$2.86M ﹤0.01%
91,869
-1,736
2420
$2.85M ﹤0.01%
215,367
-373,194
2421
$2.83M ﹤0.01%
+95,964
2422
$2.83M ﹤0.01%
220,256
+3,134
2423
$2.83M ﹤0.01%
668,423
+43,681
2424
$2.82M ﹤0.01%
179,873
-10,959
2425
$2.82M ﹤0.01%
99,883
-12,680