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
2651
$1.32M ﹤0.01%
43,915
-147
2652
$1.32M ﹤0.01%
79,654
+213
2653
$1.31M ﹤0.01%
19,298
+620
2654
$1.31M ﹤0.01%
201,856
+13,884
2655
$1.31M ﹤0.01%
213,278
+16,311
2656
$1.3M ﹤0.01%
294,782
+13,000
2657
$1.3M ﹤0.01%
71,328
+2,367
2658
$1.3M ﹤0.01%
36,261
+2,466
2659
$1.3M ﹤0.01%
39,000
2660
$1.3M ﹤0.01%
105,195
-315,875
2661
$1.3M ﹤0.01%
80,978
+13,668
2662
$1.29M ﹤0.01%
30,694
-1,289
2663
$1.29M ﹤0.01%
105,048
+4,737
2664
$1.29M ﹤0.01%
253,548
+1,833
2665
$1.29M ﹤0.01%
31,610
-1,221
2666
$1.29M ﹤0.01%
51,774
+12,019
2667
$1.28M ﹤0.01%
96,450
-1,510
2668
$1.28M ﹤0.01%
75,742
+3,637
2669
$1.28M ﹤0.01%
61,969
+24,140
2670
$1.28M ﹤0.01%
203,278
+20,563
2671
$1.27M ﹤0.01%
12,450
+180
2672
$1.27M ﹤0.01%
287,839
-2,027
2673
$1.27M ﹤0.01%
+63,339
2674
$1.27M ﹤0.01%
64,291
-104
2675
$1.27M ﹤0.01%
34,118
+457