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
2426
$2.72M ﹤0.01%
57,319
+19,325
2427
$2.72M ﹤0.01%
286,487
+134,951
2428
$2.71M ﹤0.01%
92,212
-7,601
2429
$2.71M ﹤0.01%
144,821
+25,098
2430
$2.71M ﹤0.01%
341,853
+26,220
2431
$2.7M ﹤0.01%
102,231
+7,920
2432
$2.7M ﹤0.01%
56,796
-260
2433
$2.7M ﹤0.01%
109,090
+4,559
2434
$2.7M ﹤0.01%
211,309
+40,187
2435
$2.69M ﹤0.01%
399,618
+176,738
2436
$2.68M ﹤0.01%
581,046
-35,852
2437
$2.68M ﹤0.01%
110,308
+88,044
2438
$2.68M ﹤0.01%
210,745
+7,705
2439
$2.68M ﹤0.01%
106,529
+67,172
2440
$2.67M ﹤0.01%
75,486
-6,631
2441
$2.67M ﹤0.01%
97,040
-104,659
2442
$2.66M ﹤0.01%
107,402
+68,316
2443
$2.65M ﹤0.01%
359,245
+55,631
2444
$2.65M ﹤0.01%
302,045
-31,797
2445
$2.64M ﹤0.01%
40,080
+18,454
2446
$2.64M ﹤0.01%
75,008
-4,533
2447
$2.64M ﹤0.01%
113,000
+27,376
2448
$2.63M ﹤0.01%
39,024
+4,049
2449
$2.61M ﹤0.01%
239,806
+28,662
2450
$2.59M ﹤0.01%
41,072
-366