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
2451
$2.58M ﹤0.01%
51,003
+3,619
2452
$2.58M ﹤0.01%
315,481
+203,011
2453
$2.58M ﹤0.01%
+63,000
2454
$2.56M ﹤0.01%
94,206
+59,782
2455
$2.56M ﹤0.01%
161,289
-9,905
2456
$2.56M ﹤0.01%
359,644
-5,148
2457
$2.55M ﹤0.01%
42,304
+24,822
2458
$2.55M ﹤0.01%
171,283
+22,319
2459
$2.54M ﹤0.01%
163,532
-3,555
2460
$2.51M ﹤0.01%
580,142
-99,086
2461
$2.5M ﹤0.01%
10,719
-3,766
2462
$2.5M ﹤0.01%
258,666
+6,178
2463
$2.49M ﹤0.01%
55,123
-21,271
2464
$2.49M ﹤0.01%
97,154
-22,331
2465
$2.48M ﹤0.01%
104,926
+4,831
2466
$2.48M ﹤0.01%
155,528
-208,810
2467
$2.47M ﹤0.01%
21,947
+4,430
2468
$2.47M ﹤0.01%
88,739
+10,844
2469
$2.46M ﹤0.01%
48,308
-4,100
2470
$2.46M ﹤0.01%
108,939
+47,498
2471
$2.46M ﹤0.01%
87,607
+13,329
2472
$2.46M ﹤0.01%
114,169
-74,524
2473
$2.45M ﹤0.01%
91,363
+81,518
2474
$2.44M ﹤0.01%
151,317
+22,193
2475
$2.44M ﹤0.01%
462,151
-20,333