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
2701
$1.21M ﹤0.01%
26,730
+1,753
2702
$1.21M ﹤0.01%
48,028
-1,252
2703
$1.21M ﹤0.01%
23,959
+5,977
2704
$1.2M ﹤0.01%
91,939
-38,166
2705
$1.2M ﹤0.01%
43,140
-34,755
2706
$1.2M ﹤0.01%
95,660
+2,472
2707
$1.2M ﹤0.01%
413,100
2708
$1.2M ﹤0.01%
5,504
+372
2709
$1.19M ﹤0.01%
36,530
+17,167
2710
$1.19M ﹤0.01%
48,392
-1,570
2711
$1.19M ﹤0.01%
42,945
+7,333
2712
$1.19M ﹤0.01%
108,532
+1,786
2713
$1.19M ﹤0.01%
87,797
+5,946
2714
$1.19M ﹤0.01%
41,088
-4,446
2715
$1.18M ﹤0.01%
34,311
-470
2716
$1.18M ﹤0.01%
11,594
-37,164
2717
$1.18M ﹤0.01%
168,486
+2,318
2718
$1.18M ﹤0.01%
93,711
-252
2719
$1.17M ﹤0.01%
52,725
-6,906
2720
$1.17M ﹤0.01%
31,381
+2,393
2721
$1.17M ﹤0.01%
34,699
+22,102
2722
$1.17M ﹤0.01%
93,301
+10,056
2723
$1.17M ﹤0.01%
150,671
-100,741
2724
$1.17M ﹤0.01%
137,377
+6,942
2725
$1.16M ﹤0.01%
44,833
-50,504