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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$1.15M ﹤0.01%
147,942
+65,630
2752
$1.14M ﹤0.01%
81,832
+60,032
2753
$1.14M ﹤0.01%
122,346
+52,023
2754
$1.13M ﹤0.01%
141,872
+17,795
2755
$1.13M ﹤0.01%
75,882
-80
2756
$1.13M ﹤0.01%
25,709
-3,553
2757
$1.13M ﹤0.01%
97,998
-25,914
2758
$1.12M ﹤0.01%
60,010
+6,291
2759
$1.12M ﹤0.01%
122,303
+73,992
2760
$1.12M ﹤0.01%
145,032
-138,937
2761
$1.12M ﹤0.01%
127,672
+18,152
2762
$1.11M ﹤0.01%
51,183
-84,490
2763
$1.11M ﹤0.01%
91,153
-69,155
2764
$1.11M ﹤0.01%
83,052
+53,456
2765
$1.1M ﹤0.01%
21,701
-5,727
2766
$1.1M ﹤0.01%
58,759
-48,461
2767
$1.1M ﹤0.01%
284,848
-75,413
2768
$1.09M ﹤0.01%
106,339
+27,466
2769
$1.09M ﹤0.01%
1,740
+230
2770
$1.09M ﹤0.01%
181,717
-54,231
2771
$1.09M ﹤0.01%
176,391
-66,377
2772
$1.09M ﹤0.01%
548,954
-60,496
2773
$1.09M ﹤0.01%
52,547
+7,362
2774
$1.08M ﹤0.01%
111,547
+26,702
2775
$1.08M ﹤0.01%
149,924
-391,318