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
2826
$1.34M ﹤0.01%
1,884
-68
2827
$1.34M ﹤0.01%
91,498
+27,923
2828
$1.34M ﹤0.01%
42,744
+4,301
2829
$1.33M ﹤0.01%
3,425
+1,588
2830
$1.33M ﹤0.01%
40,134
-544
2831
$1.33M ﹤0.01%
14,230
-1,299
2832
$1.33M ﹤0.01%
115,421
+49,009
2833
$1.32M ﹤0.01%
26,026
-67,809
2834
$1.32M ﹤0.01%
22,744
+3,600
2835
$1.31M ﹤0.01%
51,562
+5,689
2836
$1.31M ﹤0.01%
99,001
-497,961
2837
$1.31M ﹤0.01%
78,974
-14,054
2838
$1.3M ﹤0.01%
152,888
-23,648
2839
$1.3M ﹤0.01%
108,410
-119,593
2840
$1.3M ﹤0.01%
77,683
-25,962
2841
$1.3M ﹤0.01%
86,454
+8,498
2842
$1.29M ﹤0.01%
115,373
+63,223
2843
$1.29M ﹤0.01%
95,896
+47,716
2844
$1.29M ﹤0.01%
71,362
-1,007
2845
$1.29M ﹤0.01%
141,834
-26,397
2846
$1.29M ﹤0.01%
92,076
-11,009
2847
$1.29M ﹤0.01%
124,779
+15,499
2848
$1.29M ﹤0.01%
210,243
+46,935
2849
$1.28M ﹤0.01%
47,727
+27,214
2850
$1.28M ﹤0.01%
21,044
+3,998