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
$420B
AUM Growth
+$49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$602M
3 +$492M
4
AIG icon
American International
AIG
+$465M
5
AMD icon
Advanced Micro Devices
AMD
+$421M

Top Sells

1 +$426M
2 +$393M
3 +$367M
4
SNPS icon
Synopsys
SNPS
+$350M
5
MANH icon
Manhattan Associates
MANH
+$290M

Sector Composition

1 Technology 23.38%
2 Financials 12.14%
3 Industrials 11.34%
4 Healthcare 11.18%
5 Consumer Discretionary 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.52M ﹤0.01%
186,111
-9,160
2452
$2.51M ﹤0.01%
84,867
-78,900
2453
$2.5M ﹤0.01%
108,728
-179,008
2454
$2.5M ﹤0.01%
14,257
-17,619
2455
$2.49M ﹤0.01%
145,000
-145,000
2456
$2.49M ﹤0.01%
244,462
+102,725
2457
$2.48M ﹤0.01%
73,643
-419
2458
$2.47M ﹤0.01%
182,409
-4,300
2459
$2.47M ﹤0.01%
101,466
+10,435
2460
$2.45M ﹤0.01%
156,040
-32,181
2461
$2.44M ﹤0.01%
14,079
-54,559
2462
$2.42M ﹤0.01%
309,062
-57,777
2463
$2.41M ﹤0.01%
159,763
+105,427
2464
$2.41M ﹤0.01%
44,676
-5,144
2465
$2.4M ﹤0.01%
1,212,094
+33,479
2466
$2.4M ﹤0.01%
151,974
+2,406
2467
$2.37M ﹤0.01%
120,184
-327,559
2468
$2.36M ﹤0.01%
154,980
-18,342
2469
$2.35M ﹤0.01%
165,676
-752,043
2470
$2.33M ﹤0.01%
238,766
-172,114
2471
$2.31M ﹤0.01%
135,154
-198,840
2472
$2.3M ﹤0.01%
489,683
+5,440
2473
$2.3M ﹤0.01%
272,570
+41,919
2474
$2.3M ﹤0.01%
79,320
-11,744
2475
$2.29M ﹤0.01%
155,657
+14,057