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
2576
$1.51M ﹤0.01%
9,610
-25,033
2577
$1.51M ﹤0.01%
6,285
+589
2578
$1.51M ﹤0.01%
87,585
-3,661
2579
$1.51M ﹤0.01%
724,673
+398,169
2580
$1.5M ﹤0.01%
67,126
-351
2581
$1.49M ﹤0.01%
+5,923
2582
$1.49M ﹤0.01%
11,618
-441
2583
$1.49M ﹤0.01%
85,640
-8,155
2584
$1.49M ﹤0.01%
85,192
-3,080
2585
$1.48M ﹤0.01%
44,981
+2,208
2586
$1.48M ﹤0.01%
9,829
+287
2587
$1.47M ﹤0.01%
52,114
+8,898
2588
$1.47M ﹤0.01%
134,999
+40,953
2589
$1.47M ﹤0.01%
19,039
+486
2590
$1.47M ﹤0.01%
63,800
-838
2591
$1.46M ﹤0.01%
69,378
+653
2592
$1.46M ﹤0.01%
44,932
-741
2593
$1.46M ﹤0.01%
672,832
-118,067
2594
$1.46M ﹤0.01%
51,452
+2,404
2595
$1.46M ﹤0.01%
241,392
+15,133
2596
$1.45M ﹤0.01%
78,968
+3,603
2597
$1.45M ﹤0.01%
15,988
+5,567
2598
$1.45M ﹤0.01%
38,993
+1,324
2599
$1.44M ﹤0.01%
110,417
+3,958
2600
$1.44M ﹤0.01%
45,056
-293