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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$1.88M ﹤0.01%
+311,028
2702
$1.88M ﹤0.01%
72,754
+2,143
2703
$1.87M ﹤0.01%
51,887
-113,681
2704
$1.86M ﹤0.01%
361,230
+290,287
2705
$1.86M ﹤0.01%
43,655
+2,814
2706
$1.86M ﹤0.01%
9,413
+3,919
2707
$1.86M ﹤0.01%
117,677
-226,877
2708
$1.86M ﹤0.01%
277,002
-16,677
2709
$1.85M ﹤0.01%
248,150
-83,042
2710
$1.85M ﹤0.01%
46,275
+7,169
2711
$1.85M ﹤0.01%
+257,722
2712
$1.84M ﹤0.01%
158,767
+13,169
2713
$1.84M ﹤0.01%
+271,371
2714
$1.84M ﹤0.01%
56,112
-2,224,297
2715
$1.84M ﹤0.01%
328,476
-35,808
2716
$1.84M ﹤0.01%
102,017
+11,208
2717
$1.82M ﹤0.01%
43,074
-1,789
2718
$1.81M ﹤0.01%
129,661
-27,075
2719
$1.8M ﹤0.01%
89,691
-10,477
2720
$1.79M ﹤0.01%
16,530
+202
2721
$1.79M ﹤0.01%
51,407
+14,377
2722
$1.78M ﹤0.01%
67,844
+26,325
2723
$1.78M ﹤0.01%
160,756
+7,997
2724
$1.78M ﹤0.01%
65,884
+50,341
2725
$1.77M ﹤0.01%
155,189
-2,771