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
2426
$2.03M ﹤0.01%
246,035
-9,962
2427
$2.02M ﹤0.01%
81,449
-6,015
2428
$2.02M ﹤0.01%
112,443
+15,561
2429
$2.02M ﹤0.01%
198,070
-769
2430
$2.02M ﹤0.01%
97,713
+27,005
2431
$2.02M ﹤0.01%
68,795
-1,764
2432
$2.01M ﹤0.01%
229,026
-91,461
2433
$2M ﹤0.01%
133,662
-1,194
2434
$2M ﹤0.01%
68,606
-129,938
2435
$2M ﹤0.01%
170,622
+76,613
2436
$1.99M ﹤0.01%
82,574
-419
2437
$1.98M ﹤0.01%
35,931
+5,533
2438
$1.98M ﹤0.01%
159,119
-153,385
2439
$1.98M ﹤0.01%
78,345
-248
2440
$1.98M ﹤0.01%
192,786
+19,282
2441
$1.98M ﹤0.01%
71,106
+29,983
2442
$1.97M ﹤0.01%
78,129
-3,464
2443
$1.97M ﹤0.01%
34,045
+5,082
2444
$1.96M ﹤0.01%
180,868
-6,056
2445
$1.96M ﹤0.01%
49,645
-857
2446
$1.96M ﹤0.01%
22,875
-1,971
2447
$1.96M ﹤0.01%
207,706
-7,457
2448
$1.96M ﹤0.01%
81,303
+61,698
2449
$1.96M ﹤0.01%
119,233
-14,558
2450
$1.96M ﹤0.01%
74,665
-3,739