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
2876
$1.21M ﹤0.01%
67,517
+9,589
2877
$1.21M ﹤0.01%
20,195
+834
2878
$1.2M ﹤0.01%
14,245
+11,330
2879
$1.2M ﹤0.01%
54,534
-10,712
2880
$1.2M ﹤0.01%
35,997
-3,009
2881
$1.2M ﹤0.01%
25,896
-2,995
2882
$1.2M ﹤0.01%
99,664
+32,788
2883
$1.19M ﹤0.01%
11,699
+9,424
2884
$1.19M ﹤0.01%
56,258
+3,360
2885
$1.19M ﹤0.01%
30,612
+22,082
2886
$1.19M ﹤0.01%
+35,096
2887
$1.18M ﹤0.01%
268,813
+128,755
2888
$1.17M ﹤0.01%
81,377
-2,034
2889
$1.17M ﹤0.01%
27,525
+21,936
2890
$1.17M ﹤0.01%
226,043
-397,930
2891
$1.17M ﹤0.01%
16,381
-34,893
2892
$1.16M ﹤0.01%
21,607
+6,074
2893
$1.16M ﹤0.01%
51,820
-16,527
2894
$1.16M ﹤0.01%
120,397
+9,902
2895
$1.15M ﹤0.01%
42,059
+1,509
2896
$1.15M ﹤0.01%
47,130
+21,712
2897
$1.15M ﹤0.01%
24,399
+3,793
2898
$1.15M ﹤0.01%
42,783
-726
2899
$1.14M ﹤0.01%
39,642
-36,390
2900
$1.14M ﹤0.01%
71,032
+43,418