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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$2.61M ﹤0.01%
268,009
+31,883
2577
$2.6M ﹤0.01%
458,169
+91,172
2578
$2.59M ﹤0.01%
409,950
+208,882
2579
$2.59M ﹤0.01%
6,686
+2,576
2580
$2.58M ﹤0.01%
436,704
+12,875
2581
$2.57M ﹤0.01%
44,503
+930
2582
$2.56M ﹤0.01%
219,515
-42,589
2583
$2.55M ﹤0.01%
179,471
-34,461
2584
$2.55M ﹤0.01%
51,451
+276
2585
$2.55M ﹤0.01%
+57,601
2586
$2.52M ﹤0.01%
129,048
+75,185
2587
$2.52M ﹤0.01%
262,344
-3,843
2588
$2.51M ﹤0.01%
343,441
-14,779
2589
$2.51M ﹤0.01%
148,888
+4,119
2590
$2.51M ﹤0.01%
358,113
+19,893
2591
$2.51M ﹤0.01%
201,918
+92,392
2592
$2.5M ﹤0.01%
550,576
+58,770
2593
$2.49M ﹤0.01%
257,243
-3,762
2594
$2.49M ﹤0.01%
31,812
-6,697
2595
$2.49M ﹤0.01%
102,390
-305,416
2596
$2.48M ﹤0.01%
40,117
+10,433
2597
$2.48M ﹤0.01%
158,904
+55,676
2598
$2.47M ﹤0.01%
45,443
-100,156
2599
$2.47M ﹤0.01%
98,871
-5,758
2600
$2.47M ﹤0.01%
387,710
+58,583