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
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$241M 0.1%
6,506,088
+459,912
227
$239M 0.1%
2,991,810
-269,794
228
$238M 0.1%
1,258,205
-30,097
229
$237M 0.1%
2,773,154
+191,928
230
$236M 0.1%
3,070,357
-305,058
231
$236M 0.1%
3,121,519
+15,211
232
$235M 0.1%
3,100,837
+231,466
233
$234M 0.1%
5,414,095
+572,399
234
$233M 0.1%
8,235,280
+577,574
235
$231M 0.1%
2,330,873
+302
236
$230M 0.1%
3,784,335
+61,963
237
$229M 0.1%
2,489,641
+15,451
238
$229M 0.1%
1,998,057
+67,603
239
$228M 0.1%
7,365,240
+896,244
240
$228M 0.1%
13,061,710
+797,042
241
$227M 0.1%
2,625,371
+22,915
242
$227M 0.1%
15,006,230
-172,430
243
$226M 0.1%
3,403,861
+184,641
244
$226M 0.1%
2,915,068
+292,754
245
$225M 0.1%
5,894,367
+1,014,199
246
$225M 0.1%
3,846,401
+18,998
247
$224M 0.1%
12,528,919
-1,435,562
248
$223M 0.1%
3,480,224
+30,933
249
$221M 0.1%
4,210,375
-1,025,017
250
$221M 0.1%
5,357,187
+763,117