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
2751
$1.18M ﹤0.01%
17,206
+1,257
2752
$1.18M ﹤0.01%
44,520
-104,556
2753
$1.18M ﹤0.01%
16,889
+560
2754
$1.18M ﹤0.01%
100,291
+596
2755
$1.17M ﹤0.01%
99,575
+263
2756
$1.17M ﹤0.01%
126,197
+9,199
2757
$1.17M ﹤0.01%
115,988
+925
2758
$1.17M ﹤0.01%
52,438
+196
2759
$1.17M ﹤0.01%
387,785
-20,694
2760
$1.16M ﹤0.01%
51,907
-2,357
2761
$1.16M ﹤0.01%
287,843
+35,990
2762
$1.16M ﹤0.01%
44,340
+1,790
2763
$1.16M ﹤0.01%
43,435
-21,341
2764
$1.16M ﹤0.01%
401,508
+110,050
2765
$1.15M ﹤0.01%
12,937
-490
2766
$1.14M ﹤0.01%
61,492
+7,198
2767
$1.14M ﹤0.01%
98,729
+354
2768
$1.14M ﹤0.01%
260,518
-12,745
2769
$1.14M ﹤0.01%
94,849
-5,358
2770
$1.13M ﹤0.01%
304,902
-8,029
2771
$1.13M ﹤0.01%
+18,000
2772
$1.12M ﹤0.01%
96,434
+3,677
2773
$1.12M ﹤0.01%
58,913
-65,231
2774
$1.12M ﹤0.01%
18,735
+1,178
2775
$1.12M ﹤0.01%
10,947
+295