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
2776
$1.08M ﹤0.01%
73,776
-50,913
2777
$1.08M ﹤0.01%
124,974
+65,495
2778
$1.08M ﹤0.01%
69,129
+37,753
2779
$1.07M ﹤0.01%
92,952
-6,485
2780
$1.06M ﹤0.01%
173,404
+45,411
2781
$1.06M ﹤0.01%
390,208
+94,410
2782
$1.06M ﹤0.01%
101,868
+11,956
2783
$1.05M ﹤0.01%
58,994
-10,663
2784
$1.05M ﹤0.01%
5,440
+775
2785
$1.05M ﹤0.01%
43,728
-65,211
2786
$1.05M ﹤0.01%
142,784
+73,936
2787
$1.05M ﹤0.01%
+348,597
2788
$1.04M ﹤0.01%
124,511
+9,950
2789
$1.04M ﹤0.01%
80,463
+22,144
2790
$1.03M ﹤0.01%
42,418
+17,250
2791
$1.03M ﹤0.01%
134,374
+13,105
2792
$1.03M ﹤0.01%
9,849
-3,206
2793
$1.03M ﹤0.01%
53,387
-287,959
2794
$1.03M ﹤0.01%
202,151
-1,400,470
2795
$1.02M ﹤0.01%
153,125
-6,589
2796
$1.01M ﹤0.01%
88,715
+7,003
2797
$1.01M ﹤0.01%
86,832
-10,422
2798
$1.01M ﹤0.01%
102,647
+29,475
2799
$1.01M ﹤0.01%
32,526
+20,398
2800
$1.01M ﹤0.01%
537,214
+512,930