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
2576
$1.86M ﹤0.01%
213,774
-88,271
2577
$1.86M ﹤0.01%
575,661
+463,038
2578
$1.86M ﹤0.01%
99,625
-9,930
2579
$1.86M ﹤0.01%
22,625
-798
2580
$1.85M ﹤0.01%
116,237
+35,370
2581
$1.85M ﹤0.01%
1,264,924
+536,116
2582
$1.84M ﹤0.01%
+80,451
2583
$1.84M ﹤0.01%
86,998
+47,997
2584
$1.84M ﹤0.01%
693,060
-207,805
2585
$1.82M ﹤0.01%
52,954
-7,048
2586
$1.82M ﹤0.01%
143,480
-48,142
2587
$1.81M ﹤0.01%
110,365
-6,988
2588
$1.79M ﹤0.01%
97,613
-99,464
2589
$1.79M ﹤0.01%
115,104
+79,249
2590
$1.79M ﹤0.01%
33,344
+2,390
2591
$1.77M ﹤0.01%
110,833
-743,180
2592
$1.77M ﹤0.01%
103,936
+10,015
2593
$1.77M ﹤0.01%
114,975
-19,942
2594
$1.76M ﹤0.01%
145,622
+49,131
2595
$1.76M ﹤0.01%
120,037
-5,838
2596
$1.76M ﹤0.01%
52,471
-7,258
2597
$1.76M ﹤0.01%
74,430
-37,969
2598
$1.75M ﹤0.01%
125,317
-18,550
2599
$1.75M ﹤0.01%
70,192
-6,208
2600
$1.75M ﹤0.01%
111,659
-14,047