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
2776
$1.55M ﹤0.01%
36,594
+3,151
2777
$1.55M ﹤0.01%
29,313
-1,212
2778
$1.55M ﹤0.01%
57,399
+4,770
2779
$1.55M ﹤0.01%
65,910
+5,606
2780
$1.55M ﹤0.01%
432,380
+41,231
2781
$1.54M ﹤0.01%
12,163
+467
2782
$1.52M ﹤0.01%
110,194
-3,707
2783
$1.52M ﹤0.01%
111,977
+12,993
2784
$1.51M ﹤0.01%
93,404
+2,265
2785
$1.5M ﹤0.01%
33,556
-6,782
2786
$1.5M ﹤0.01%
140,807
+58,135
2787
$1.5M ﹤0.01%
69,817
+13,560
2788
$1.5M ﹤0.01%
75,694
+6,469
2789
$1.5M ﹤0.01%
56,729
+27,594
2790
$1.49M ﹤0.01%
129,010
-5,819
2791
$1.49M ﹤0.01%
130,219
+2,064
2792
$1.49M ﹤0.01%
49,589
-458,796
2793
$1.49M ﹤0.01%
36,686
+6,349
2794
$1.49M ﹤0.01%
94,499
-13,941
2795
$1.49M ﹤0.01%
29,422
-48,828
2796
$1.48M ﹤0.01%
41,877
+18,206
2797
$1.48M ﹤0.01%
390,552
-19,360
2798
$1.47M ﹤0.01%
141,948
+27,076
2799
$1.47M ﹤0.01%
118,055
+42,997
2800
$1.46M ﹤0.01%
77,042
+2,320