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
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.72M ﹤0.01%
232,353
+6,155
2452
$2.72M ﹤0.01%
72,264
-820
2453
$2.71M ﹤0.01%
125,354
+12,590
2454
$2.71M ﹤0.01%
349,011
+233,686
2455
$2.71M ﹤0.01%
239,670
+6,612
2456
$2.71M ﹤0.01%
174,307
+76,218
2457
$2.7M ﹤0.01%
362,425
+216,588
2458
$2.69M ﹤0.01%
596,677
-62,513
2459
$2.68M ﹤0.01%
29,244
-68,602
2460
$2.68M ﹤0.01%
305,026
+94,555
2461
$2.67M ﹤0.01%
99,338
+33,518
2462
$2.67M ﹤0.01%
318,533
+43,340
2463
$2.67M ﹤0.01%
23,042
-8,550
2464
$2.67M ﹤0.01%
21,024
-30,860
2465
$2.66M ﹤0.01%
68,461
+36,811
2466
$2.65M ﹤0.01%
35,083
+1,590
2467
$2.64M ﹤0.01%
75,734
-157,685
2468
$2.64M ﹤0.01%
84,081
+24,102
2469
$2.64M ﹤0.01%
336,625
-989,132
2470
$2.64M ﹤0.01%
95,948
+4,323
2471
$2.63M ﹤0.01%
582,625
+41,474
2472
$2.62M ﹤0.01%
202,113
+7,598
2473
$2.62M ﹤0.01%
47,977
+8,660
2474
$2.61M ﹤0.01%
117,802
-2,288
2475
$2.61M ﹤0.01%
44,110
+1,957