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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$2.08M ﹤0.01%
241,549
+49,981
2527
$2.08M ﹤0.01%
300,549
+273,130
2528
$2.07M ﹤0.01%
454,784
+63,470
2529
$2.07M ﹤0.01%
120,779
+11,502
2530
$2.06M ﹤0.01%
437,695
+139,675
2531
$2.06M ﹤0.01%
258,543
+7,819
2532
$2.05M ﹤0.01%
243,937
+169,664
2533
$2.05M ﹤0.01%
280,860
+33,181
2534
$2.05M ﹤0.01%
+71,351
2535
$2.04M ﹤0.01%
419,232
-175,182
2536
$2.03M ﹤0.01%
56,326
-17,114
2537
$2.03M ﹤0.01%
83,808
+3,268
2538
$2.02M ﹤0.01%
99,415
-9,675
2539
$2.02M ﹤0.01%
111,425
-33,396
2540
$2.01M ﹤0.01%
247,821
-8,433
2541
$2.01M ﹤0.01%
244,518
+28,777
2542
$1.99M ﹤0.01%
123,186
+101,258
2543
$1.98M ﹤0.01%
51,504
+2,509
2544
$1.98M ﹤0.01%
422,031
-159,015
2545
$1.97M ﹤0.01%
79,539
+34,389
2546
$1.97M ﹤0.01%
15,789
+4,281
2547
$1.96M ﹤0.01%
113,476
+74,365
2548
$1.96M ﹤0.01%
46,175
-3,237,727
2549
$1.96M ﹤0.01%
475,866
+22,163
2550
$1.95M ﹤0.01%
174,819
+162,450