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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.77M ﹤0.01%
281,946
+15,820
2477
$1.77M ﹤0.01%
78,209
+3,243
2478
$1.76M ﹤0.01%
41,081
+756
2479
$1.76M ﹤0.01%
87,443
+9,824
2480
$1.76M ﹤0.01%
21,244
-901
2481
$1.76M ﹤0.01%
86,212
+15,386
2482
$1.76M ﹤0.01%
109,583
+7,157
2483
$1.76M ﹤0.01%
28,568
-3,015
2484
$1.76M ﹤0.01%
37,838
+613
2485
$1.75M ﹤0.01%
66,993
+3,548
2486
$1.75M ﹤0.01%
18,594
-10,267
2487
$1.75M ﹤0.01%
79,487
+4,437
2488
$1.74M ﹤0.01%
130,709
-1,059
2489
$1.74M ﹤0.01%
81,088
-795
2490
$1.74M ﹤0.01%
67,575
+14,102
2491
$1.74M ﹤0.01%
51,723
+1,339
2492
$1.74M ﹤0.01%
430,009
-1,958
2493
$1.73M ﹤0.01%
68,948
+626
2494
$1.73M ﹤0.01%
108,801
+10,299
2495
$1.73M ﹤0.01%
110,665
-111,204
2496
$1.72M ﹤0.01%
1,897
-2,928
2497
$1.72M ﹤0.01%
37,479
-117,231
2498
$1.72M ﹤0.01%
218,706
-15,816
2499
$1.72M ﹤0.01%
75,386
+1,919
2500
$1.72M ﹤0.01%
33,838
+3,160