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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$836K ﹤0.01%
75,733
+44,948
2902
$835K ﹤0.01%
80,009
-1,441
2903
$835K ﹤0.01%
39,184
+10,596
2904
$833K ﹤0.01%
28,145
+4,280
2905
$832K ﹤0.01%
6,170
+126
2906
$830K ﹤0.01%
81,107
+1,973
2907
$829K ﹤0.01%
62,678
+12,076
2908
$828K ﹤0.01%
78,763
-79,363
2909
$828K ﹤0.01%
10,998
-164
2910
$827K ﹤0.01%
44,663
-2,525
2911
$825K ﹤0.01%
51,536
+1,609
2912
$825K ﹤0.01%
103,117
+6,212
2913
$824K ﹤0.01%
21,335
-755
2914
$824K ﹤0.01%
52,732
-3,492
2915
$823K ﹤0.01%
88,397
-7,427
2916
$821K ﹤0.01%
23,245
+607
2917
$819K ﹤0.01%
43,792
+3,928
2918
$816K ﹤0.01%
41,924
+1,952
2919
$816K ﹤0.01%
129,374
-3,847
2920
$812K ﹤0.01%
128,493
+6,019
2921
$811K ﹤0.01%
32,302
+387
2922
$800K ﹤0.01%
227,860
-63,049
2923
$800K ﹤0.01%
117,682
+3,307
2924
$798K ﹤0.01%
64,258
-6,298
2925
$796K ﹤0.01%
79,674
+5,250