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
2626
$1.23M ﹤0.01%
349,564
-43,420
2627
$1.23M ﹤0.01%
100,775
+70,167
2628
$1.23M ﹤0.01%
8,788
-179,641
2629
$1.23M ﹤0.01%
31,735
-135,115
2630
$1.23M ﹤0.01%
10,118
-197
2631
$1.23M ﹤0.01%
8,811
-11,443
2632
$1.22M ﹤0.01%
769,615
+41,134
2633
$1.22M ﹤0.01%
39,291
-2,242
2634
$1.22M ﹤0.01%
74,537
-2,117
2635
$1.22M ﹤0.01%
235,976
-21,484
2636
$1.21M ﹤0.01%
74,553
-2,298
2637
$1.21M ﹤0.01%
36,390
+30,648
2638
$1.21M ﹤0.01%
132,691
-910,978
2639
$1.21M ﹤0.01%
+64,114
2640
$1.21M ﹤0.01%
212,222
+9,206
2641
$1.21M ﹤0.01%
43,998
-342
2642
$1.2M ﹤0.01%
55,868
-1,848
2643
$1.2M ﹤0.01%
+20,190
2644
$1.2M ﹤0.01%
63,931
+3,221
2645
$1.2M ﹤0.01%
22,788
-192
2646
$1.2M ﹤0.01%
145,782
-50,977
2647
$1.19M ﹤0.01%
184,436
-40,299
2648
$1.19M ﹤0.01%
10,704
-38,410
2649
$1.19M ﹤0.01%
348,341
+75,363
2650
$1.18M ﹤0.01%
35,955
-2,509