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
2626
$1.38M ﹤0.01%
35,008
+223
2627
$1.38M ﹤0.01%
31,273
-6,010
2628
$1.38M ﹤0.01%
105,170
+2,295
2629
$1.38M ﹤0.01%
40,254
-3,179
2630
$1.38M ﹤0.01%
29,374
-4,661
2631
$1.37M ﹤0.01%
51,584
+1,660
2632
$1.37M ﹤0.01%
59,999
+1,019
2633
$1.37M ﹤0.01%
51,599
+16,590
2634
$1.37M ﹤0.01%
48,851
+1,638
2635
$1.37M ﹤0.01%
63,104
+5,310
2636
$1.36M ﹤0.01%
40,275
-4,352
2637
$1.36M ﹤0.01%
82,269
-17,132
2638
$1.36M ﹤0.01%
139,655
+4,018
2639
$1.35M ﹤0.01%
118,763
-298,526
2640
$1.35M ﹤0.01%
39,957
-981
2641
$1.35M ﹤0.01%
164,826
+22,569
2642
$1.35M ﹤0.01%
+64,667
2643
$1.34M ﹤0.01%
94,553
+47,943
2644
$1.34M ﹤0.01%
53,508
+11,440
2645
$1.34M ﹤0.01%
65,165
-759
2646
$1.33M ﹤0.01%
23,584
-336
2647
$1.33M ﹤0.01%
208,994
-62,205
2648
$1.32M ﹤0.01%
182,881
-5,018
2649
$1.32M ﹤0.01%
64,170
-992
2650
$1.32M ﹤0.01%
65,035
+2,189