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
2651
$1.18M ﹤0.01%
134,687
-4,157
2652
$1.18M ﹤0.01%
88,727
-10,663
2653
$1.18M ﹤0.01%
+47,361
2654
$1.18M ﹤0.01%
86,136
-1,907
2655
$1.18M ﹤0.01%
79,367
-2,623
2656
$1.18M ﹤0.01%
103,514
-6,750
2657
$1.17M ﹤0.01%
+189,179
2658
$1.17M ﹤0.01%
+60,775
2659
$1.17M ﹤0.01%
193,478
-1,651
2660
$1.17M ﹤0.01%
47,084
+7,336
2661
$1.17M ﹤0.01%
102,719
+13,340
2662
$1.17M ﹤0.01%
100,979
-4,201
2663
$1.17M ﹤0.01%
150,138
-56,303
2664
$1.16M ﹤0.01%
59,056
-2,622
2665
$1.16M ﹤0.01%
240,886
-16,948
2666
$1.16M ﹤0.01%
50,670
-29,553
2667
$1.16M ﹤0.01%
54,270
+33,859
2668
$1.16M ﹤0.01%
+57,657
2669
$1.16M ﹤0.01%
85,916
-3,542
2670
$1.16M ﹤0.01%
28,451
+122
2671
$1.16M ﹤0.01%
31,099
-880
2672
$1.15M ﹤0.01%
+17,760
2673
$1.15M ﹤0.01%
150,842
-55,736
2674
$1.15M ﹤0.01%
124,628
-20,768
2675
$1.15M ﹤0.01%
81,286
+61,760