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
2676
$1.27M ﹤0.01%
7,295
+1,004
2677
$1.26M ﹤0.01%
69,350
-5,992
2678
$1.26M ﹤0.01%
53,532
+1,921
2679
$1.26M ﹤0.01%
44,963
+7,678
2680
$1.25M ﹤0.01%
18,392
+24
2681
$1.25M ﹤0.01%
32,017
-4,102
2682
$1.25M ﹤0.01%
45,209
-64,351
2683
$1.25M ﹤0.01%
+32,551
2684
$1.25M ﹤0.01%
79,053
+18,129
2685
$1.25M ﹤0.01%
77,183
-2,138
2686
$1.25M ﹤0.01%
661,956
-120,492
2687
$1.25M ﹤0.01%
102,405
+1,858
2688
$1.24M ﹤0.01%
59,667
+899
2689
$1.24M ﹤0.01%
195,080
+4,385
2690
$1.24M ﹤0.01%
78,121
+2,552
2691
$1.23M ﹤0.01%
76,036
+61,922
2692
$1.23M ﹤0.01%
105,781
+4,587
2693
$1.22M ﹤0.01%
+59,891
2694
$1.22M ﹤0.01%
8,685
-1,744
2695
$1.22M ﹤0.01%
71,561
-10,745
2696
$1.22M ﹤0.01%
16,893
+829
2697
$1.21M ﹤0.01%
126,909
+14,308
2698
$1.21M ﹤0.01%
31,054
-628
2699
$1.21M ﹤0.01%
110,751
-66,188
2700
$1.21M ﹤0.01%
82,884
+5,306