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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$723K ﹤0.01%
25,664
-2,322
2877
$723K ﹤0.01%
129,429
+8,880
2878
$717K ﹤0.01%
28,846
-7,712
2879
$717K ﹤0.01%
35,509
+14,230
2880
$715K ﹤0.01%
70,079
-32,427
2881
$714K ﹤0.01%
150,726
-1,101
2882
$714K ﹤0.01%
47,459
-22,742
2883
$714K ﹤0.01%
23,375
-617
2884
$708K ﹤0.01%
5,601
-130
2885
$708K ﹤0.01%
262,352
-29,538
2886
$705K ﹤0.01%
21,518
+838
2887
$705K ﹤0.01%
+79,066
2888
$700K ﹤0.01%
44,017
+6,185
2889
$696K ﹤0.01%
54,156
-1,673
2890
$695K ﹤0.01%
50,680
-9,325
2891
$691K ﹤0.01%
+35,822
2892
$690K ﹤0.01%
30,022
-587
2893
$690K ﹤0.01%
3,776
-96
2894
$688K ﹤0.01%
157,220
+52,659
2895
$688K ﹤0.01%
28,751
-883
2896
$688K ﹤0.01%
25,376
+3,259
2897
$688K ﹤0.01%
20,207
-202
2898
$687K ﹤0.01%
17,770
-504
2899
$685K ﹤0.01%
41,096
-1,874
2900
$684K ﹤0.01%
12,237
-1,386