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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.48M ﹤0.01%
78,590
+4,276
2552
$1.48M ﹤0.01%
251,473
-75,138
2553
$1.47M ﹤0.01%
256,930
-26,986
2554
$1.46M ﹤0.01%
204,513
-82,985
2555
$1.45M ﹤0.01%
80,450
-4,244
2556
$1.45M ﹤0.01%
189,841
-412,832
2557
$1.44M ﹤0.01%
+38,302
2558
$1.44M ﹤0.01%
45,723
-17,448
2559
$1.44M ﹤0.01%
507
-70
2560
$1.44M ﹤0.01%
236,699
-3,764
2561
$1.43M ﹤0.01%
86,465
-2,351
2562
$1.42M ﹤0.01%
78,150
+49,225
2563
$1.42M ﹤0.01%
69,756
+1,555
2564
$1.41M ﹤0.01%
39,051
-2,693
2565
$1.41M ﹤0.01%
170,393
-101,743
2566
$1.41M ﹤0.01%
113,114
+90,170
2567
$1.4M ﹤0.01%
142,061
-464
2568
$1.39M ﹤0.01%
142,039
+15,154
2569
$1.39M ﹤0.01%
509,075
-35,697
2570
$1.38M ﹤0.01%
+99,060
2571
$1.38M ﹤0.01%
105,330
+48,697
2572
$1.37M ﹤0.01%
14,666
-116,677
2573
$1.37M ﹤0.01%
+120,277
2574
$1.37M ﹤0.01%
119,352
-18,042
2575
$1.37M ﹤0.01%
25,260
-8,490