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
$296B
AUM Growth
+$35.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1 +$426M
2 +$372M
3 +$301M
4
DD icon
DuPont de Nemours
DD
+$263M
5
MAC icon
Macerich
MAC
+$154M

Top Sells

1 +$513M
2 +$372M
3 +$362M
4
CELG
Celgene Corp
CELG
+$282M
5
PFE icon
Pfizer
PFE
+$264M

Sector Composition

1 Technology 19.82%
2 Financials 12.81%
3 Consumer Discretionary 11.91%
4 Healthcare 10.99%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.27M ﹤0.01%
69,734
+8,745
2452
$2.26M ﹤0.01%
37,780
-12,420
2453
$2.26M ﹤0.01%
69,439
+6,974
2454
$2.25M ﹤0.01%
448,289
+124,127
2455
$2.25M ﹤0.01%
148,970
-7,307
2456
$2.25M ﹤0.01%
152,388
+83,642
2457
$2.25M ﹤0.01%
65,885
+5,022
2458
$2.25M ﹤0.01%
117,154
+8,602
2459
$2.25M ﹤0.01%
65,526
-227,934
2460
$2.25M ﹤0.01%
111,546
+24,875
2461
$2.24M ﹤0.01%
103,020
-167,640
2462
$2.23M ﹤0.01%
145,625
-29,053
2463
$2.23M ﹤0.01%
142,302
-9,463
2464
$2.23M ﹤0.01%
160,839
+68,899
2465
$2.22M ﹤0.01%
181,234
-31,489
2466
$2.22M ﹤0.01%
90,066
-2,530
2467
$2.21M ﹤0.01%
162,543
-618
2468
$2.21M ﹤0.01%
109,420
+18,483
2469
$2.2M ﹤0.01%
95,460
+2,666
2470
$2.2M ﹤0.01%
50,113
-1,426
2471
$2.19M ﹤0.01%
191,959
-915,198
2472
$2.19M ﹤0.01%
106,040
-49,180
2473
$2.19M ﹤0.01%
136,330
-3,658
2474
$2.19M ﹤0.01%
69,028
+16,406
2475
$2.18M ﹤0.01%
95,791
+42,328