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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$1.32M ﹤0.01%
75,536
+15,185
2702
$1.32M ﹤0.01%
638,255
-97,190
2703
$1.32M ﹤0.01%
27,845
-1,260
2704
$1.31M ﹤0.01%
74,977
+767
2705
$1.31M ﹤0.01%
169,425
+141,305
2706
$1.3M ﹤0.01%
115,621
-1,177,724
2707
$1.3M ﹤0.01%
50,873
+243
2708
$1.29M ﹤0.01%
144,112
+1,421
2709
$1.29M ﹤0.01%
74,297
+688
2710
$1.28M ﹤0.01%
165,740
+67
2711
$1.28M ﹤0.01%
29,090
-159,319
2712
$1.28M ﹤0.01%
239,267
+110,536
2713
$1.28M ﹤0.01%
40,936
+950
2714
$1.28M ﹤0.01%
38,843
-493
2715
$1.27M ﹤0.01%
34,585
-520,810
2716
$1.27M ﹤0.01%
7,271
-7,554
2717
$1.27M ﹤0.01%
67,893
-1,954
2718
$1.27M ﹤0.01%
35,737
+477
2719
$1.27M ﹤0.01%
31,839
+1,469
2720
$1.27M ﹤0.01%
126,793
+58,864
2721
$1.27M ﹤0.01%
57,797
+4,273
2722
$1.26M ﹤0.01%
306,131
-7,412
2723
$1.26M ﹤0.01%
124,873
+57,662
2724
$1.26M ﹤0.01%
489,064
+260,507
2725
$1.26M ﹤0.01%
140,973
+910